Squirrel Financial delivers a personable and friendly independent IFA team. Our greatest asset is our staff, our ultimate aim is to provide excellent, quality financial advice and customer service to our clients. We invest time and financial support, nurturing and supporting our staff through ambitious qualifications.
Women and Finances - Squirrel pride themselves on having a female IFA. It has been reported that 46% of working women now describe themselves as the main breadwinner. In which case, as a woman you may well appreciate receiving independent financial advice from another woman.
“I joined the financial services sector after graduating from Warwick University, within a week of my graduate trainee role at a leading life company, I knew I wanted to advise and have my own company as I saw this as a large gap in the market.”
Independent Financial Adviser
I spent a year studying and training, learning the industry, specifically around pensions. I then went on to be head hunted by a competitor where my skills were tested to a new level and had further in-depth training around the investment arena. An IFA client asked me to work with her and this was the spring board to the advice side.
With yet more studying and exams, I found my forte and was able to set up Squirrel Financial Planning Ltd based around my core values and beliefs “putting the client at the heart of everything”.
I now specialise in pension advice, having gained AF3 (the industry’s approved pension specialist exam) I provide advice on any type of pension scheme. I am continuing my studies and commitment to being a Chartered Financial Planner.
“My aim is to demystify the financial services by presenting tailored and refined financial packages for my clients”
Independent Financial Adviser
As an original key IFA of Squirrel, Steve has been central to the business’ continued evolution; Steve is a qualified IFA and additionally mortgage qualified and specialises in complicated scenarios.
Steve will always try to find a solution and ensure your best interests are met. Steve will present your financial scenario in plain English, making it a whole lot easier to understand what the best solution is for you.
Steve has a background of working in Central London with clients from all walks of life, from NHS consultants and entrepreneurs to young start up business’ looking for advice. Steve can provide advice to the company directors and offer clinics for their staff facing auto-enrolment
issues. He will continue to look after their staff once a scheme has been set up.
Steve looks forward to reviewing his clients and catching up with their ever-changing circumstance; be it becoming a grandparent or helping them through the loss of a loved one.
Amy joined Squirrel Financial in October 2013 as Steve’s PA, where she quickly decided she wanted to become a financial advisor herself.
As part of our commitment to fulfilling our staff’s ambitions and expertise, Squirrel has supported Amy through her studies enabling her to successfully pass her Level four Diploma. We really look forward to appointing Amy as our fully qualified advisor.
PA to Jayne
Nicola is extremely organised and deals with our clients in an empathetic, polite, friendly and considered manner. She has vast experience in the travel industry and has a business degree. Nicola has enjoyed getting her teeth into the Life Companies jargon and chasing them for information that they try to avoid giving.
Charlotte is a key member of our administration team following her completion of a business administration and legal secretarial course and is eager to develop her personal skills and learn about financial services. Charlotte will be looking to start her level four Diploma in the new year.