Wealth Account

Our Wealth Account is a web-based service which enables you to see the current value of your investments held within the account, as well as your assets/liabilities and any other legacy policies all in one place.

  • Asset allocation report
  • Individual fund performance reports, and overall performance reports
  • Huge range of investments and fund managers
  • Deposit account/ISA/PEP/unit trusts/onshore bonds/offshore bonds/pensions
  • Online factfind & risk questionnaire
  • Holistic view of your financial requirements, assets and liabilities
If you wish to access your own account, please click here: "Squirrel's Wealth Account".

If you want futher information on our Wealth Account, please let us know via our enquiry form.