For over ten years, Squirrel Financial Management has been offering first-class, unbiased financial advice to a broad range of clients. With twenty advisors each with their own area of expertise, we advise and support our clients with every aspect of financial planning, including retirement, investments, taxation and trusts, protection and mortgages. With our core focus on building and maintaining long - term relationships, we are able to take you through every step of your financial planning. We deliver a lifetime approach to your needs, ensuring that when your goals change, so do ours.
As a large IFA practice, we are well placed both in size and experience to be able to offer value and client focused solutions to every type of individual and business. Our advisers are each equipped with their own area of expertise, in every aspect of financial planning, resulting in a team approach; working with you, to provide a solution for you. We also use a comprehensive back office system for all data, and offer an individually accessed, web-based wealth account for some clients. Calling on resources, and strong relations with the UKs biggest financial institutions and product providers, and we have an excellent reputation as a strong, reliable company within our industry.
