Square Mile Asset Management
SM
Financial Advisors
Square Mile Asset Management
Warnford Court, London EC2N 2AT
# Square Mile Asset Management
Square Mile Asset Management is a specialist financial advisory firm based in London serving high-net-worth individuals and expatriates with complex financial situations. Founded by Matt MacGuire, the firm distinguishes itself through deep expertise in niche pension and investment areas that most generalist advisors cannot adequately service.
The firm's core strength lies in navigating intricate pension structures for internationally mobile clients. They provide regulated transfer advice on Defined Benefit pensions, Qualifying Recognised Overseas Pension Schemes (QROPS) and International Pension Plans (IPP)—areas requiring specific regulatory permissions and specialist knowledge. Notably, they offer tailored solutions for US tax-resident members, addressing cross-border tax complexities that standard advisors struggle with. Their full pension review service helps consolidate fragmented retirement holdings for clients with assets exceeding £250,000.
Beyond pensions, Square Mile offers bespoke investment advisory services for clients with £500,000+ in investable assets. This includes comprehensive portfolio reviews, performance analysis, and specialised services in innovation investing and ethical/sustainable investing—reflecting modern investor priorities often overlooked by traditional wealth managers.
What truly sets them apart is their conviction that financial planning cannot be commoditised. Every client receives personally tailored advice rather than off-the-shelf solutions. This approach is essential given their clientele: expatriates, high earners, and individuals with cross-border tax implications who face genuinely unique circumstances requiring expert, bespoke structuring.
Square Mile Asset Management is a specialist financial advisory firm based in London serving high-net-worth individuals and expatriates with complex financial situations. Founded by Matt MacGuire, the firm distinguishes itself through deep expertise in niche pension and investment areas that most generalist advisors cannot adequately service.
The firm's core strength lies in navigating intricate pension structures for internationally mobile clients. They provide regulated transfer advice on Defined Benefit pensions, Qualifying Recognised Overseas Pension Schemes (QROPS) and International Pension Plans (IPP)—areas requiring specific regulatory permissions and specialist knowledge. Notably, they offer tailored solutions for US tax-resident members, addressing cross-border tax complexities that standard advisors struggle with. Their full pension review service helps consolidate fragmented retirement holdings for clients with assets exceeding £250,000.
Beyond pensions, Square Mile offers bespoke investment advisory services for clients with £500,000+ in investable assets. This includes comprehensive portfolio reviews, performance analysis, and specialised services in innovation investing and ethical/sustainable investing—reflecting modern investor priorities often overlooked by traditional wealth managers.
What truly sets them apart is their conviction that financial planning cannot be commoditised. Every client receives personally tailored advice rather than off-the-shelf solutions. This approach is essential given their clientele: expatriates, high earners, and individuals with cross-border tax implications who face genuinely unique circumstances requiring expert, bespoke structuring.
Services offered
Defined Benefit pension transfer adviceQROPS transfer and tax adviceInternational Pension Plan transfer adviceFull pension review and consolidationBespoke investment advisoryInnovation investment adviceEthical and sustainable investingCross-border tax planning