We can advise you on
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Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
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Financial planning
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Insurance & protection
- Critical illness
- Income protection insurance
- Large business
- Life insurance
- Small business
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Investments
- Ethical investments
- Investing for income
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
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Mortgages
- Buy to let
- First time buyers
- Flexible
- High loan to value
- Remortgage
- Residential
- Self build
- Self employed
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Meet our advisers
Gary Edwards
Director
Qualifications & Accreditations
Hide qualifications
R06 - Financial Planning Practice (CII)
This qualification helps advisers develop and demonstrate their financial planning capabilities.
R05 - Financial Protection (CII)
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
R04 - Pensions and Retirement Planning (CII)
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
R03 - Personal Taxation (CII)
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
R02 - Investment Principles (CII)
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
R01 - Financial Services, Regulation and Ethics (CII)
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
AF7 - Pensions transfers (CII)
This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
R08 - Pensions Update Programme
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
CF6 - Certificate in Mortgage Advice (CII)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
Jeremy Benedyk
Director
Qualifications & Accreditations
Hide qualifications
R06 - Financial Planning Practice (CII)
This qualification helps advisers develop and demonstrate their financial planning capabilities.
R04 - Pensions and Retirement Planning (CII)
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
CF5 - Integrated financial planning (CII)
This exam accesses understanding of the financial services industry, and its regulation, products and processes.
CF4 - Retirement Planning (CII)
This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
CF3 - Financial Protection (CII)
This examination assesses a knowledge and understanding of financial protection plans.
CF2 - Investment and Risk (CII)
This examination assesses a knowledge and understanding of investment products and the risks involved.
CF1 - UK financial services, regulation & ethics (CII)
This exam accesses understanding of the financial services industry including regulation and legislation.
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
R08 - Pensions Update Programme
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
About us
B&E Financial is a fully independent financial advice company based in the heart of the City of London, offering a range of services designed specifically for Private Individuals & Business Owners. We pride ourselves on helping you build, maintain and protect your financial wealth and put a strong emphasis on constructing long-lasting, personal relationships.
We offer our clients a bespoke financial advisory service and fully comprehensive range of products delivered in a simple and straightforward manner. We aim to support you towards your personal and financial goals at every stage of your life – whether that be saving a deposit for your first home, starting a new business or planning on retirement. We pride ourselves on giving you the peace of mind that you are making the right choices at every step of the way.
Our services
The majority of our clients are City based individuals working within various professional roles all at different stages and levels in their careers and financial planning needs.
Taking into account all knowledge and experiences, we partner with our clients to understand their financial needs to formulate the best plan to meet their objectives and continue the relationships through ongoing financial management.
We advise on all aspects of financial planning, including:
- Savings & Investments
- Pensions
- Personal & Business Protection
- Mortgage Advice
- Occupational Benefits
- Tax Efficient Planning
Compliance
Your home may be repossessed if you do not keep up repayments on your mortgage.
B&E Financial Limited is authorised and regulated by the Financial Conduct Authority (FCA number: 724525)
Please be aware that investments can fall as well as rise, and you may not get back the full amount invested. The price of investments we may recommend may depend on market fluctuations and other economic factors outside our control.
Past performance should not be treated as a guide to future performance. Specific warnings relevant to investments, investment strategies or other products we recommend will be confirmed to you in your suitability report.
