Become part of the Squirrel Group Now

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Presentation transcript:

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.

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 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

Squirrel Adviser: Your additional resources

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.uk and www.squirrelwealth.co.uk

Proposition Prestigious offices for: Client meetings Seminars

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

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 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.