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.• 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

Squirrel Group Resources

Squirrel Adviser: Your additional resources

Squirrel Adviser

Simply Biz Intrinsic

Rates/Compliance Help/Best Practice/Technical Helplines

Rates/Compliance Help/Best Practice/Point of Sale Technology/

Succession Advisory Services

Fund Matrix/Fund Due DiligenceAdviser Training

Other support available1. Letters of authority.2. Novation of agencies. 3. Inputting of client info onto back office system.4. Risk profiling inputting and reports.5. 1st Software & separate point of sale system.6. Client valuations.7. Research tools.

1. Exchange/Webline/Aequos/O & M/Trigolld

8. Fund Matrix with outside DD on funds and model portfolios.9. Legacy Asset System: comparison of RIY for replacement business.10. Succession (Ascentric IFDL) platform and Standard Life Wrap and Elevate Wrap.11. Suitability templates.12. Para-planning service.13. Outside computer/IT support and phone support.14. External access to server15. Outside HR support.16. Monthly adviser meetings.17. Bi-monthly e-newsletters.18. Professional business literature and brochures.19. Websites: www.squirrelgroup.co.uk

and www.squirrelwealth.co.uk

Proposition

• Prestigious offices for: – Client meetings– Seminars

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

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

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 07973 192590.