Squirrel Wealth Management Ltd which is part of the Squirrel Group offers first-class unbiased financial advice to a broad range of clients. We have advisors each with their own area of expertise, and support our clients in every aspect of financial planning, including retirement, investments, taxation and trusts, protection and mortgages.
We focus on building and maintaining long - term relationships and this lifetime approach to needs, ensuring that when your goals change, so do ours. Calling on resources, and strong relations with the UKs biggest financial institutions and product providers, we have an excellent reputation as a strong, reliable company within our industry.
We are committed to The Financial Services Authority treating customers fairly initiative and to see you can access our client proposition, our client service statement, and also view our client service fee structure.
An introduction to our Absolute Service and our Investment Document are also available.
