Transcript Presentation to Mr M J Hurney

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
Directors:
Ian Bascombe
Steve Clawley
Carl Higgins
John Rands
Accounts:
Emma Plumbe
Administration:
Jane Hinsley
Receptionist:
Lindsey Grindley
Administrators:
Catherine Gardener
Andrew Caine
Jo Ball
Dorothy Hodge
Para planners:
Sharon Wharton
Christine Holt
Squirrel Direct
Compliance & T & C:
Carl Higgins
Squirrel AR of Intrinsic
Sales T & C:
John Rands
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 Diligence
Adviser Training
Other support available
1.
2.
3.
4.
5.
6.
7.
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.
1.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
18.
19.
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:
•
•
•
•
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.