Rachel Lane
Squirrel Financial Planning LTD
Minimum savings/pensions: Over £250,000
Minimum mortgage: Over £250,000
0330 038 8942
Based in Hindhead
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: October, 2016
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Rachel and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 15 June 2025
Rachel and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
50
Recent Client Reviews
Rachel has received 50 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Rachel has received 50 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 15 April 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
5
Qualifications Uploaded
Rachel has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 qualification certificates available to view
Rachel has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Rachel has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Rachel has provided information on their typical fees
Rachel has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
27
Positive First Impressions
93% of VouchedFor users have had a positive (4 or 5 star) first experience with Rachel (based on 27 first impressions)
93% of users who are not yet clients had a positive first experience with Rachel
93% of VouchedFor users have had a positive (4 or 5 star) first experience with Rachel (based on 27 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Rachel and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 15 June 2025
Rachel and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
50
Recent Client Reviews
Rachel has received 50 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Rachel has received 50 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 15 April 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
5
Qualifications Uploaded
Rachel has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 qualification certificates available to view
Rachel has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Rachel has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Rachel has provided information on their typical fees
Rachel has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
27
Positive First Impressions
93% of VouchedFor users have had a positive (4 or 5 star) first experience with Rachel (based on 27 first impressions)
93% of users who are not yet clients had a positive first experience with Rachel
93% of VouchedFor users have had a positive (4 or 5 star) first experience with Rachel (based on 27 first impressions)
At Squirrel Financial Planning, we believe that everyone deserves financial clarity and confidence. Whether you’re future planning, understanding your mortgage options, or looking for a financial planner in Surrey, we’re here to guide you. We take the time to listen and support you every step of the way. Based in Haslemere, we support clients across the UK to plan their future and meet their financial goals. We understand that financial planning can feel overwhelming and financial jargon often makes things seem more complicated than they need to be. That’s why we simplify financial planning to ensure you understand your options, regardless of your experience level. Our goal is to help you feel empowered and in control of your financial future, without unnecessary stress or confusion. During our first meeting with you, we will prepare a tailored plan that is aligned with your goals. Our meetings can be held in your home, our Haslemere based office or online.
Offers available through VouchedFor
Contact Rachel through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Rachel's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
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Mortgage value
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Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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