Honest, ethical financial planning
tailored to you
About Us at Squirrel Financial Planning
Our Approach to Financial Planning
At Squirrel Financial Planning, we are committed to providing expert, personalised financial advice that helps you take control of your financial future. We believe that trust is earned, not purchased, which is why we take the time to understand your unique goals, simplify financial planning and offer transparent, ethical advice tailored to your needs.
We appreciate that no two financial journeys are the same. Whether you are buying your first home, growing your family, or planning for retirement, we provide the insights and expertise to help you make confident financial decisions.
Squirrel Financial Planning is dedicated to offering practical solutions, practical advice, and future-proofing strategies that adapt as your life evolves. We don’t believe in one-size-fits-all solutions; instead, we focus on crafting a bespoke financial plan that aligns with your ambitions and priorities.
We stand by the principle that clients should receive the best solution for them—not what’s best for shareholders. We are proud to be an independent financial planning firm, meaning our advice is unbiased, ethical and always in your best interests.
Financial Planning
Mortgage Broker
Retirement Planning
Investment Advice
Protection & Insurance
Cashflow Forecasting
A Relationship Built on Trust
We believe that choosing a financial planner should be the start of a long-term relationship, not just a transaction. Our first meeting is designed to establish how we can help and give you the opportunity to decide if we are the right fit for you. There is no pressure, no sales tactics—just an honest, open conversation.
By taking the time to get to know you, we ensure that every financial decision is made with clarity, confidence and your best interests at heart. We listen before we talk, making sure that our advice is tailored to your personal and financial aspirations.
Supporting the RAF Benevolent Fund
At Squirrel Financial Planning, we are proud to give back to the RAF Benevolent Fund, an organisation that provided support to our founders family during difficult times. Through donations and fundraising efforts, we help ensure that the RAF Benevolent Fund can continue to provide vital assistance to military families in need.
By working with us, you’re not just securing your own financial future—you’re also contributing to an organisation that changes lives and provides crucial support to those who serve our country.
Start Your Financial Planning Journey with Us
If you’re looking for an honest, ethical financial planner who takes the time to listen, simplifies complex financial matters and puts your needs first, Squirrel Financial Planning is here for you.
Get in touch today to arrange your initial consultation and take the first step towards financial security.
To arrange your initial consultation and take the first step towards financial security
A Financial Adviser Who Listens First
Rachel Lane is a Chartered Financial Adviser with a strong commitment to helping people achieve financial security and confidence. With extensive experience in the industry, Rachel takes a personal, tailored approach to financial planning, ensuring that every client receives clear, honest and practical advice suited to their unique situation.
Rachel understands that financial planning isn’t just about numbers—it’s about people, their goals and their futures. Whether you’re looking to buy your first home, plan for retirement, or protect your family’s future, Rachel is passionate about making financial decisions as simple and stress-free as possible.
One of Rachel’s key values is listening more than talking. She prioritises understanding each client’s priorities, lifestyle and long-term ambitions before creating a financial strategy that truly works for them. She believes that no two financial journeys are the same and the best financial plans are built around real-life needs, not generic solutions.
Her approach is transparent, ethical and completely jargon-free. She is committed to ensuring that every client fully understands their options, empowering them to make informed and confident financial decisions.
A Financial Adviser Who Listens First
Rachel Lane is a Chartered Financial Adviser with a strong commitment to helping people achieve financial security and confidence. With extensive experience in the industry, Rachel takes a personal, tailored approach to financial planning, ensuring that every client receives clear, honest and practical advice suited to their unique situation.
Rachel understands that financial planning isn’t just about numbers—it’s about people, their goals and their futures. Whether you’re looking to buy your first home, plan for retirement, or protect your family’s future, Rachel is passionate about making financial decisions as simple and stress-free as possible.
One of Rachel’s key values is listening more than talking. She prioritises understanding each client’s priorities, lifestyle and long-term ambitions before creating a financial strategy that truly works for them. She believes that no two financial journeys are the same and the best financial plans are built around real-life needs, not generic solutions.
Her approach is transparent, ethical and completely jargon-free. She is committed to ensuring that every client fully understands their options, empowering them to make informed and confident financial decisions.
Why Financial Planning Matters to Rachel
Rachel’s passion for financial planning is deeply personal. At just 17, she faced a challenging period in her life. It was during this experience that Rachel saw first-hand the importance of financial security and future planning. Thankfully, the RAF Benevolent Fund stepped in to support her family, providing her with an education and a scholarship that helped shape her future.
Rachel is passionate about helping clients put the right protection in place—ensuring that no family is left vulnerable due to a lack of financial planning. She strongly believes that life insurance should be a fundamental part of any financial strategy, offering security and peace of mind for the unexpected.
Life Beyond Financial Planning
Outside of her work as a financial adviser, Rachel enjoys spending time outdoors, particularly running. While she admits she isn’t the fastest runner, she values the clarity and sense of calm that running provides, helping her clear her mind and stay focused. Rachel has taken part in her fair share of marathons including Lochaber, York, Brighton, New York and London. She plans to add a few more marathons to her list in coming years.
She also loves spending time with her two dogs, Chip and Quinn, who bring energy and joy to her life. Whether out on a walk or simply enjoying time at home, they help Rachel maintain a balance between work and downtime.
Work with Rachel to Take Control of Your Financial Future
If you’re looking for a trusted, down-to-earth Chartered Financial Adviser who makes financial planning simple, transparent and tailored to your life, Rachel is here to help.
To start planning for a financially secure future
