What are the opening hours?

Monday 9am - 5:30pm Tuesday 9am - 5:30pm Wednesday 9am - 5:30pm Thursday 9am - 5:30pm Friday 9am - 5:30pm

Squirrel Financial Planning

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Haslemere
Squirrel Financial Planning

Everyone deserves financial clarity and confidence. Based in Haslemere, Surrey we are a truly holistic and independent firm of financial advisers.

https://linktr.ee/SquirrelFP

13/08/2026

⚓ Squirrel Financial Planning's Inaugural Sailing Day ⚓

At Squirrel Financial Planning, we believe the best relationships are built beyond meetings, reports and financial plans.

This week, we hosted our first Sailing Day, bringing together members of the Squirrel team, valued clients and trusted professional introducers for a fantastic day on the water.

It was a great opportunity to spend time together in a different setting, strengthen existing relationships and create new connections. Whether navigating the boat, working as a team or simply enjoying being out on the water, the day reflected many of the values that underpin our business: trust, communication, collaboration and shared goals.

We're incredibly grateful to everyone who joined us and helped make the day such a success. Seeing clients, professional connections and our team enjoying experiences together is exactly what building a community around Squirrel Financial Planning is all about.

Financial planning is about people, not products. Days like these remind us why we love what we do.

15/07/2026

✨ Delighted to share that Rachel Lane has been named a finalist in the Women in Financial Advice Awards 2026! 🎉

This recognition reflects Rachel’s unwavering commitment to supporting clients, championing financial wellbeing, and helping to inspire the next generation of women in financial planning.

We’re incredibly proud of everything that has been achieved over the last year.

06/07/2026

Beautiful gift celebrating our first anniversary. How incredible is this!

01/07/2026

Today is the first anniversary of the business being fully established as well as Niquita’s first anniversary.

It’s been quite the year!

05/06/2026

We’re co- hosting a “Meet the business” on 16 June at our offices for Haslemere and District Chamber of Trade and Commerce at our offices. If you’re local why not come along?
We’ve got our fingers crossed for good weather!

22/05/2026

Every business has that one review they’ll never forget. Mine just happens to be a 1‑star; and I treasure it.
A client I absolutely adore wanted to leave a positive review but couldn’t quite navigate the star system. She clicked the wrong end of the scale, sent it off proudly, and I couldn't bring myself to tell her what she'd done.
I’ve kept it visible because it makes me smile, and because it reminds me that intention matters far more than stars.

15/05/2026

A heartfelt congratulations to Niquita on her nominations for the Women in Finance Awards.
This recognition reflects the care, integrity, and commitment she brings to her work every day. Her dedication to supporting clients with clarity and confidence makes a meaningful difference, and we’re proud to see her contribution acknowledged in this way.

01/05/2026

Celebrating a fantastic milestone today — Nicola’s first year with Squirrel Financial Planning.
What a year it’s been. Your dedication, client‑first mindset, and positive energy have made such a meaningful impact on the team and the people we support.

Congratulations on your first year, Nicola. Here’s to many more successful years ahead.

24/04/2026

We’re delighted to share that we’ve achieved Green Mark Level 1 accreditation. This internationally recognised certification reflects our commitment to operating to strong environmental standards and giving clients and colleagues confidence in how we do business.
A huge thank you to Nicola for leading this work and ensuring we continue to do our bit for the planet.

10/04/2026

Financial advice is a lot like LEGO.

At first glance, it might seem simple—just a pile of pieces. But without a plan, it’s easy to build something unstable, inefficient… or completely wrong.

A good financial adviser is like the instruction manual you actually want to follow:

🧱 The right pieces matter

Just like LEGO sets, not all financial products are the same. The right mortgage, protection, and strategy all need to fit together properly.

📐 Structure is everything

A strong financial plan—like a well-built LEGO model—needs solid foundations. Get that right, and everything else holds.

🔄 Plans evolve

You don’t build LEGO once and leave it forever. Life changes, goals shift, and your financial plan should adapt too.

🎯 Expert guidance saves time (and frustration)

Sure, you can figure it out yourself—but having someone who knows how it all fits together makes the outcome smoother, faster, and far less stressful.

In short: anyone can stack bricks… but building something that truly works takes expertise.

Address

Longdene House
Haslemere
GU272PH

Opening Hours

Monday	9am - 5:30pm
Tuesday	9am - 5:30pm
Wednesday	9am - 5:30pm
Thursday	9am - 5:30pm
Friday	9am - 5:30pm

Telephone

+447970023130

Website

http://www.squirrelfinancialplanning.co.uk/

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