Call us today: 01634 564664 or email: info@squirrelfinancial.com

  

History

Squirrel Financial is a family run independent financial advisor company based in Chatham, Kent.  Officially established in 2009, we deliver unbiased financial advice with the client at the very heart of the business.   
 
“We understand and we care; acting with integrity and honesty, we treat our clients as we would want to be treated ourselves.”
 
Founder, Jayne Wildish and husband Steve Kilfoyle believe in satisfying each client’s present and future needs by developing a tailored evolving financial plan.  We make complicated matters simple, so that all our clients know what financial recommendation we have made and why.  We take the complexity out of a situation and avoid using complicated industry jargon. 
 
Squirrel’s core value of investing in staff training from within assists with the overall ambition to expand the advisory team and business.   For staff who do not wish to advise - we retain existing staff furthering their own development in their chosen field.  For example, Amy who joined Squirrel as Steve’s PA, is now progressing as a Trainee Advisor and will manage her own clients in the “Squirrel way”.   
 
Established in 2009, Squirrel Financial Planning Limited is an appointed representative of Best Practice IFA Group Ltd, which is authorised and regulated by the Financial Conduct Authority.  We are on the FCA Register www.fcs.gov.uk/register/ under reference 509012.