Squirrel Financial Planning Ltd

Rachel Lane

FCA Number: RXL01400

Pension Planning Protection Mortgage 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.

9.5 out of 10

5 verified reviews on

View Profile

Niquita Edmonds

FCA Number: NXE00153

At Squirrel Financial Planning, we believe everyone deserves financial clarity and confidence. Whether you're planning for retirement, protecting your family, investing for the future or navigating a major life change, I'm here to help you make informed financial decisions with confidence. Based in Wantage, I work with clients across the UK and offer meetings online, in your home, or at our meeting facilities in Haslemere. I understand that financial planning can sometimes feel overwhelming, especially when faced with technical jargon. That's why I focus on explaining things clearly and simply, helping you understand your options every step of the way. My approach is friendly, approachable and tailored to your individual goals. I take the time to listen, understand what matters to you and create a financial plan that helps you achieve your objectives with confidence and peace of mind.