Squirrel Wealth Management Ltd offers financial advice to a broad range of clients, for further details please see our client proposition. We offer three levels of client service and fee structure. For our investment and pension clients, we look to use the Squirrel Wealth Management Programme and our core investment solutions.
Squirrel Wealth Management Limited is an appointed representative of Squirrel PFA Ltd which is authorised and regulated by the Financial Conduct Authority. The FCA do not regulate will writing services, commercial lending and some forms of mortgage and inheritance tax planning. This website is intended for investors over the age of 18 years of age who are resident in the UK only. The website and the information contained therein should not be regarded as an offer or solicitation to conduct investment business in any jurisdiction other than the UK.
Services We Offer:
- Pension Advice
- Investment Management
- Wealth Management
- Tax Planning
- Estate Planning
- Insurance Advice
- Mortgage Advice
- Savings and ISAs
- Financial Risk Assessment
Our Locations:
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Main Office - 240B Lichfield Road, Sutton Coldfield, B74 2UD
01213081152
Business Name
Squirrel Financial Management
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