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Financial Services

Pre-retirement Pensions

Offering guidance and pointing you to the best solution for your personal pensions, occupational pensions & auto enrolment packages.

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Post-Retirement Investments

We will create you a bespoke post-retirement portfolio, streaming your income also considering safer income options.

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The New ISA (NISA) has a £20,000 limit making the system "simpler". You can use the full limit for either cash, investments or a mix of both….

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Mortgages and Life Insurance

Squirrel Financial are easy-to-talk-to independent advisors, we will review your income status and then provide you with the most appropriate mortgage and Life Insurance options.

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Squirrel Financial

Squirrel Financial based in Chatham, holds highly valued long-term relationships with clients offering expert, tailored and unbiased independent financial advice. Our company core values are at the heart of everything we do, guiding clients through personal wealth schemes such as pensions, NISA’s and investments. We also specialise in company financial packages ensuring business owners fully understand the importance of Auto-enrolment, group pensions and business protection.