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Squirrel Group Ltd:- The story so far

Become part of the Squirrel Group Now! We are an advisory company where you can concentrate on the service proposition for your clients. Squirrel Group Ltd:- The story so far. 2000-2011 Initially offices in Tamworth before moving to Four Oaks, Sutton Coldfield in 2002.

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Squirrel Group Ltd:- The story so far

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  1. 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 • 2000-2011 • 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

  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: www.squirrelgroup.co.ukand www.squirrelwealth.co.uk

  6. Proposition Prestigious offices for: Client meetings Seminars

  7. IFA Proposition Absolute Client: • Annual Cash Flow Forecast • Annual client visit. • Six monthly review of investments • 1% trail Oak Client: • Annual client visit. • Six monthly review of investments • 1% trail 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 LTDJoin 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 clientsin the right place before RDR.Give Ian Bascombe a ring for a confidential chat on 07973 192590.

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