Managing Director of Haslemere based firm and Chartered Financial Adviser, Rachel Lane, has been shortlisted in two prestigious categories at the 2025 Women in Financial Advice Awards. These nominations recognise her outstanding contributions to the industry. Rachel is a finalist for Financial Adviser of the Year - South East as well as Woman of the Year - Protection Advice. This is the maximum number of categories in which a nominee can be shortlisted.

Rachel is the founder of Squirrel Financial Planning, an independent financial advice firm and an Appointed Representative of New Leaf Distribution, based in Haslemere. Launched with a mission to make financial advice more accessible, transparent and personal, Squirrel Financial Planning specialises in working with individuals and families to build strong financial foundations for the future.

With a focus on plain-English advice, long-term client relationships, and tailored solutions, Squirrel supports clients across a range of needs, including protection, investments, pensions, and holistic financial planning. The firm is particularly committed to helping people who may feel underserved or overwhelmed by traditional financial services.

Speaking about her shortlisting, Rachel said: 'It’s an honour to be recognised among so many talented women in financial advice. I founded Squirrel Financial Planning to break down barriers and make expert financial advice more inclusive and approachable. To see that work recognised at a national level is incredibly humbling.'

With over a decade of experience and a reputation for professionalism, empathy, and expertise, Rachel continues to advocate for greater diversity in financial services and champions the importance of protection advice as a cornerstone of responsible financial planning.

The Women in Financial Advice Awards celebrate the achievements of women across the UK’s financial advice sector and aim to inspire the next generation of female professionals. Winners will be announced at a ceremony later this year.