About Square Financial

We are a firm of mortgage specialists based in West Yorkshire, with advisers also located throughout the North of England.

We provide advice to both individuals and companies on certain aspects of financial planning, through a long term approach of fully understanding our clients' needs, wants and aspirations and then prioritising objectives.

As advisers, we can help you arrange suitable contracts to suit your requirements. We have many years of experience in finding the most suitable solution for our clients' needs.

We provide advice and help following a personal / business financial review which can take place at a convenient time and place. Usually a review will start with a very broad discussion of your concerns and aspirations.

Following your initial review, we will take time to consider your situation, needs and priorities before writing a financial report. We will discuss this in a follow up meeting, or call, in which we'll fully explain our recommendations and agree affordable priorities to assist you in acheiving your objectives.

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Philip Terry

Managing Director

Office: 0345 2600567
Direct: 07967 086302

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Stephen Elliott

Senior Consultant

Direct: 07875 090813
Email: stephenelliott@squarefinancial.co.uk

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James Gaitely

Senior Consultant

Direct: 07789 775630

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Steven Renton

Senior Consultant

Direct: 07930 553253
Email: stevenrenton@squarefinancial.co.uk

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Mark O'Leary

Mortgage & Protection Consultant

Direct: 07980 155002
Email: mark@squarefinancial.co.uk

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Tracy McCarthy


Office: 0345 2600567

The guidance provided within this website...

...is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK. The levels and bases of taxation and UK interest rates are subject to change. The guidance contained within this website is subject to the UK regulatory regime & is therefore primarily targeted at consumers based in the UK. Square Financial Ltd is an appointed representative of TenetLime Limited, which is authorised and regulated by the Financial Conduct Authority. TenetLime Limited is entered on the Financial Services register (www.fca.org.uk/register) under reference 311266