Rachel Lane

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.