Square Mile Asset Management - specialists in retirement planning

Welcome to Square Mile Asset Management

We are specialists in retirement planning and Defined Benefit (DB) pension transfer advice.

We are an independent wealth management firm based within the ‘Square Mile’ in the City of London. We advise a diverse client base, encompassing many nationalities, throughout the United Kingdom (UK) and overseas. As a boutique wealth management firm, we can create bespoke solutions for all our clients. We believe it is essential that you seek professional independent financial advice from people you can trust.

About Us

Square Mile Asset Management is an independent wealth management firm dedicated to delivering unbiased financial advice in retirement planning and providing specialist Defined Benefit (DB) Pension Transfer advice. We do so in the manner that is most appropriate and convenient to our clients.

What to expect

A flexible and alternative approach to wealth management

Square Mile Asset Management believes that by helping you understand your goals, aspirations and attitude to risk, you become more confident and empowered. By having a plan that you can relate to and the ability to check its progress at any time, you feel even more in control.

Defined Benefit (DB) pension

A Defined Benefit (DB) or Final Salary (FS) pension schemes provide a source of secure, indexed-linked, lifetime income in retirement.

If your Cash Equivalent Transfer Value (CETV) is over £30,000, you are required under UK law to obtain UK regulated advice; indeed, the Trustees of the DB scheme can’t transfer any value of over £30,000 unless this has been signed off by a UK regulated financial adviser with the required specialisms.

Full pension review service

Many clients collect several different pensions arrangements throughout their working life.

If you have several pension pots, consolidating your pensions can be an excellent way to get on top of your retirement savings. Having many pensions scattered across different providers can make them extremely difficult and time-consuming to manage.

Testimonials

“I recently transferred my Defined Benefit (DB) pension scheme to a personal pension scheme, and the process went through without a hitch. It was a smooth experience thanks to Matt MacGuire and Square Mile Asset Management. I want to say a big thank you to Matt for his assistance and guidance through the transfer process.”

“I quickly realised, after researching the possibility of transferring my Defined Benefit (DB) pension scheme, that it was almost impossible to do! Thankfully, I discovered Matt MacGuire and Square Mile Asset Management. After an initial telephone call, Matt dealt with the process smoothly and efficiently and was always quick to respond to any questions I had. I am beyond impressed and would not hesitate to recommend their services.”

“I had been told that transferring my Defined Benefit (DB) pension scheme over to a flexible personal pension plan was going to be very difficult. Luckily, I was referred to Matt MacGuire at Square Mile Asset Management. I obtained my transfer value quote and commenced the full pension transfer advice process. I found Matt to be very professional and courteous in all his correspondence which made the whole advice and transfer process much less daunting for me. The DB pension transfer has now completed and I’m very happy all round.”

“I am unbelievably impressed by the professionalism of Matt MacGuire and Square Mile Asset Management in handling my Defined Benefit (DB) pension transfer. They are obviously at the top of their game, and I would definitely recommend their services to friends and family. Once again, thank you as without your help this process would be almost impossible. I am very happy.”

“I recently engaged Matt MacGuire of Square Mile Asset Management to assist with transferring out of my Defined Benefit (DB) pension scheme. From start to finish, Matt was very professional and was always available for any of my queries. Every step was explained, in plain language for me to understand. I’m grateful for his professional approach in the service provided. Cannot recommend him enough to anyone else requiring this service.”

“Matt MacGuire at Square Asset Management made the difficult and complicated process of transferring my Defined Benefit (DB) pension scheme to a personal flexible drawdown pension scheme as simple as possible. All our questions and inquiries were resolved quickly, and the transfer was concluded far quicker than we had first feared. We always felt Matt was alongside us every step of the way. We would highly recommend his company’s services.”