Clear, ethical & jargon-free financial planning tailored to your goals

About Us at Squirrel Financial Planning

Honest, Transparent, and Tailored Financial Advice

At Squirrel Financial Planning, we believe that everyone deserves financial clarity and confidence. Whether you’re future planning, understanding your mortgage options, or looking for a financial planner in Surrey, we’re here to guide you. We take the time to listen and support you every step of the way. Based in Haslemere, we support clients across the UK to plan their future and meet their financial goals.

We understand that financial planning can feel overwhelming and financial jargon often makes things seem more complicated than they need to be. That’s why we simplify financial planning to ensure you understand your options, regardless of your experience level.

Our goal is to help you feel empowered and in control of your financial future, without unnecessary stress or confusion. During our first meeting with you, we will prepare a tailored plan that is aligned with your goals. Our meetings can be held in your home, our Haslemere based office or online.

We Make Financial Planning Simple

Finances don’t have to be complex. Our approach to financial planning is straightforward and jargon-free, ensuring that you always know where you stand. Whether you need support with retirement planning, investment strategies, mortgages, or everyday financial management, we break things down into clear, actionable steps so you can make the best decisions for your future.

Rather than offering a one-size-fits-all service, we take the time to get to know you, your lifestyle and your financial goals. By tailoring our advice to your needs, we ensure your financial plan is realistic, achievable and centered on your aspirations—not just numbers.

A Financial Planner That Puts You First

At Squirrel Financial Planning, our clients are the main event – you’re at the heart of everything we do. We focus on providing personalised advice tailored to your unique needs. We take a people-first approach, prioritising honesty, transparency and listening more than talking.

We understand the importance of feeling heard and understood when it comes to your future. Money is personal and you deserve a financial planner who genuinely listens, takes your concerns seriously and works with you to build a strategy that suits your life.

Technology Backed, Ethically Driven

To ensure your plan is built on solid foundations, we use technology alongside educated decision-making to help provide financial planning that is accurate, sustainable and forward thinking. We use this technology to help us analyse trends, forecast scenarios and create real-case data strategies. This ensures that your plan is built on solid foundations.

At the same time, we are committed to running our business ethically. We consider the bigger picture in everything we do—treating clients fairly, operating with integrity, and ensuring our services align with values like transparency and trust; while helping you build long-term financial security.

Your Journey to Financial Clarity Starts Here

Though we are a small business, our ambitions are vast and impactful. Our growth is organic and strong, built on trust, integrity and client relationships. Squirrel Financial Planning is an independent company. This means we can offer unbiased financial planning advice, focusing on what is best for you rather than external agendas, or promoting corporate approved packages.