Comprehensive financial services, including mortgages, investments & retirement planning

Our Financial Services

Helping You Plan for a Secure Future

At Squirrel Financial Planning, we provide a comprehensive range of financial services designed to help you take control of your financial future with clarity, confidence and expert guidance. Whether you're planning for retirement, investing for the future, or protecting your family’s financial security, we offer tailored solutions to suit your needs.

Our approach is simple: we listen first. By understanding your circumstances, we provide practical, jargon-free advice that empowers you to make informed decisions. Whilst our primary focus is to deliver a holistic approach, here are some of the individual advice areas we have in our toolkit.

Comprehensive Financial Planning

Financial security doesn’t happen by chance—it requires a clear, well-structured plan. Our comprehensive financial planning service takes a holistic approach to your finances, covering everything from budgeting and saving to investment strategies and tax planning. We help you create a financial roadmap that aligns with your short-term needs and long-term goals, ensuring that you stay on track towards financial stability and growth.

Independent Mortgage Broker

Buying a home is one of the biggest financial decisions you’ll make, and having the right mortgage is essential. Whether you’re a first-time buyer, remortgaging, or investing in property, we provide expert mortgage advice to help you secure the best deal. As your local Mortgage Broker in Surrey, we guide you through interest rates, repayment options and mortgage types, ensuring that you make a choice that suits your financial situation.

Retirement Planning

A secure and comfortable retirement starts with early and effective planning. We help you understand your pension options, investment choices and savings strategies so you can retire with confidence. Whether you’re just starting to think about retirement or approaching it soon, we offer expert guidance to ensure you make the most of your retirement savings.

Investment Advice

Building an investment portfolio tailored to your financial goals is key to growing and protecting your wealth. We provide personalised investment advice, ensuring that your portfolio is aligned with your risk tolerance, time frame and objectives. From stocks and bonds to ISAs and sustainable investing, we help you make informed and strategic investment choices.

Estate and Inheritance Planning

Your legacy matters. We help you create a structured estate plan that ensures your assets are passed on according to your wishes. Our estate and inheritance planning services include guidance on wills, trusts and tax-efficient wealth transfer, helping you protect your loved ones while minimising inheritance tax.

Protection and Insurance

Life is unpredictable, but with the right protection in place, you can safeguard yourself and your family against financial uncertainty. We offer advice on life insurance, income protection and critical illness cover, helping you find the best policies to protect your financial wellbeing.

Cash Flow Forecasting

Understanding your cash flow is essential for financial stability. Our cash flow forecasting service helps you track income and expenses, plan for future expenditures and ensure that you always have enough liquidity for your needs. Whether you’re planning for major life events or long-term wealth management, we provide insights to help you stay financially prepared and in control.

Take the Next Step in Your Financial Journey

At Squirrel Financial Planning, we are committed to providing expert, ethical and personalised financial services that put your needs first. Whether you need help with investing, mortgages, pensions, or protection, we’re here to guide you every step of the way.