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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Mark O'Leary

Mortgage & Protection Consultant

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

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Tracy McCarthy


Office: 0345 2600567