About Us

Our priority is to ensure that you get the best possible advice when planning your future.

As your personal circumstances change, there may well be a need to update your current plans in order to establish adequate provision for the future, so before we can give you advice, we will conduct a full financial review of your current circumstances.

We will then look at your future plans and design a financial plan which will enable you to achieve your goals.

At Squirrel Wealth Management Ltd we have advisers who specialize in all aspects of financial planning and as such we often work together to provide a solution for you.

Retirement Planning
Property purchase via pension schemes, pension transfer service, self invested pensions, company schemes and general pension reviews.

Investments
Investing for growth/income through unit trusts, OEICs, bonds, offshore funds and ethical investments. You can also view your investment portfolio online by using the Squirrel Wealth Account.

Taxation and Trusts
We work alongside tax specialists to provide a full IHT planning service and advice on trusts.

Protection
Family and business protection which includes life assurance, critical illness cover, income protection and private medical insurance.

Mortgages
We have a specialist mortgage team who are able to advise on the different range of finance available for residential, investment properties (buy-to-lets) and 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. We also use a comprehensive back office system for all data, and are now 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.