B&E Financial

Independent Financial Adviser B&E Financial, 75 King William Street, London, EC4N 7BE
First meeting at adviser's own cost
Response rating
9.3/10
FCA verified
10th December 2018
Quality financial advice in a straightforward, affordable and accessible way
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Wealth management
    • Critical illness
    • Income protection insurance
    • Large business
    • Life insurance
    • Small business
    • Ethical investments
    • Investing for income
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Buy to let
    • First time buyers
    • Flexible
    • High loan to value
    • Remortgage
    • Residential
    • Self build
    • Self employed
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Gary Edwards
Director
Jeremy Benedyk
Director
Where to find us

B&E Financial, 75 King William Street, London, EC4N 7BE

Contact us
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

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Compliance

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.

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