Company Information

Get to know Squirrel Financial Planning Limited

Established in 2012 by Daniel Varney, Squirrel Financial Planning Limited is an independent financial advisory firm authorised and regulated by the Financial Conduct Authority (FCA). The company's core mission is to provide comprehensive and unbiased financial planning services to both individual and corporate clients. They focus on building long-term client relationships to help them achieve their financial goals through expert advice on retirement planning, investment strategies, mortgages, and various protection policies like life insurance and critical illness cover.

Industry

Financial Financial AdvisementPRIMARY
Financial Other Service

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Squirrel Financial Planning Limited

United Kingdom

Founded in

1998 (28 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Markets.com

(326 reviews)

United States

2008

(18 years)

Security Information :

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.