Squirrel Financial Management Ltd has a team of advisers who have built up a consistent record of providing practical and effective solutions for a range of requirements experienced by both individuals and business.
All our advisers work to find appropriate solutions to your needs, and they aim to build long-term relationships so that ongoing advice may be given to suit the changes, time brings.
As a large IFA practice we are well placed both in size and experience to be able to offer value and customer focused solutions to all types of individual and businesses. As a client, you will be able to call on if required, the advice of a number of the advisers within the practice, all who have various areas of specialisation.
Some examples of these areas of specialisation include retirement planning, property purchase via pension schemes (including syndicated commercial property purchase), investment & savings (including ethical investments), IHT planning, long term care fees planning, family and business protection which includes life assurance, critical illness cover, income protection and private medical insurance.
We also have experienced mortgage advisers who able to advice on the different range of finance available for both residential, investment properties (buy to lets), commercial premises, as well as equity release and lifetime mortgages.
All the advisers utilise state of the art software packages, which have been developed for the different areas of advice, and we utilise a comprehensive back office system for all the data, and now we are able to offer an individually accessed web based wealth account for some of our clients.
We are able to call on the resources and products provided by some of the UK’s biggest financial institutions and product providers, and we have a very good reputation as a strong reliable company within our industry.
Some examples of these areas of specialisation include retirement planning, property purchase via pension schemes (including syndicated commercial property purchase), investment & savings (including ethical investments), IHT planning, long term care fees planning, family and business protection which includes life assurance, critical illness cover, income protection and private medical insurance.
We also have experienced mortgage advisers who able to advice on the different range of finance available for both residential, investment properties (buy to lets), commercial premises, as well as equity release and lifetime mortgages.
All the advisers utilise state of the art software packages, which have been developed for the different areas of advice, and we utilise a comprehensive back office system for all the data, and now we are able to offer an individually accessed web based wealth account for some of our clients.
We are able to call on the resources and products provided by some of the UK’s biggest financial institutions and product providers, and we have a very good reputation as a strong reliable company within our industry.
Please complete the enquiry form if you are interested in any of our services.
