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Personal Wealth

Squirrel Financial treats customers as we would wish to be treated ourselves.  Therefore, as personable unbiased Independent Financial Advisors we offer a range of investment solutions to suit you – whether you are building your assets or starting to take income and are worried about sustainability of income over many years.

We completely understand that successful planning of your personal wealth is at the very core of your requirements.  Squirrel Financial will assist you by reviewing all of the options available to you including Pensions, Investment products and the latest changes to NISAs.
We will interview any fund manager recommended on your behalf before any investment is made. We look for clear financial investment definitions repeatable investment process, consistency of return – or perhaps a new opportunity.
If a fund manager is performing above his peers we want to know why.
Squirrel Financial will then present you with a “discussion document”, outlining the positives and negatives of each proposed option, helping you to make an informed decision.  It is easy to make an investment; it may not be so easy to break it.  Only when you, the client, are happy do we proceed on your behalf to assist creating a clearly defined financial portfolio.
If you would like to book a meeting to discuss your current financial situation and make the most of your personal wealth,
please do call us on 01634 564664.