1. Become part of the Squirrel Group Now
Become part of the Squirrel Group Now! We are an advisory company where you can concentrate on the service proposition for your clients.

2. Squirrel Group Ltd:- The story so far
Initially offices in Tamworth before moving to Four Oaks, Sutton Coldfield in 2002.
Secure Trust Bank Plc outsourced their financial service clients and leads to the group from 2002 until 2004.
Moved to present offices in 2007 as part of the growth strategy.
Development of new Squirrel Wealth Management ltd Brand

3. Squirrel Group Resources
John Rands
Carl Higgins
Steve Clawley
Ian Bascombe
Directors:
Jane Hinsley
Administration:
Lindsey Grindley
Receptionist:
Catherine Gardener
Dorothy Hodge
Andrew Caine
Administrators:
Jo Ball
Para planners:
Sharon Wharton
Christine Holt
Accounts:
Emma Plumbe
Squirrel Direct Compliance & T & C:
Squirrel AR of Intrinsic Sales T & C: John Rands

4. Squirrel Adviser: Your additional resources

5. Other support available
Letters of authority.
Novation of agencies.
Inputting of client info onto back office system.
Risk profiling inputting and reports.
1st Software & separate point of sale system.
Client valuations.
Research tools.
Exchange/Webline/Aequos/O & M/Trigolld
Fund Matrix with outside DD on funds and model portfolios.
Legacy Asset System: comparison of RIY for replacement business.
Succession (Ascentric IFDL) platform and Standard Life Wrap and Elevate Wrap.
Suitability templates.
Para-planning service.
Outside computer/IT support and phone support.
External access to server
Outside HR support.
Monthly adviser meetings.
Bi-monthly e-newsletters.
Professional business literature and brochures.
Websites: and

6. Proposition
Prestigious offices for:
Client meetings
Seminars

7. IFA Proposition Absolute Client: Oak Client: Acorn Client
Annual Cash Flow Forecast
Annual client visit.
Six monthly review of investments
1% trail
Oak Client:
Acorn Client
0.5% trail

8. Our rates of retention to make this work at the moment:
Office Based IFA:
60% on all business on own clients
Mortgage/Protection Adviser:
70% on initial business on own clients
Monthly pay runs & statements

9. SQUIRREL GROUP LTD Join us now before the end of 2011: 1
SQUIRREL GROUP LTD Join us now before the end of 2011: 1. Save ongoing costs inc FSA/FSCS/PI/Office/Admin costs! 2. You will have the time to get your clients in the right place before RDR. Give Ian Bascombe a ring for a confidential chat on