B&E Financial

Independent Financial Adviser  B&E Financial, London, City and county of the city of london, EC4N 7BE
First meeting at adviser's own cost
Quality financial advice in a straightforward, affordable and accessible way
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying first home
check
Flexible mortgages
check
High loan to value
check
Next home / Remortgaging
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Large business
check
Life insurance
check
Small business
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
Response rating
9.1/10
check
FCA authorised
Last authorised 18th May 2020
Meet our advisers
Jeremy Benedyk
Director

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

This exam accesses understanding of the financial services industry including regulation and legislation.

This exam accesses understanding of the financial services industry, and its regulation, products and processes.

Gary Edwards
Director

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

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.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

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.

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits

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

Where to find us
Head office address: B&E Financial, 75 King William Street, London, EC4N 7BE
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
9.1/10
check
FCA authorised
Last authorised 18th May 2020

Similar advisers near you

Independent Financial Adviser 0 mi
 
 
Independent Financial Adviser 0.08 mi
 
 
Independent Financial Adviser 0.09 mi
We take the stress out of financial planning by delivering expert, transparent advice, enabling clients to make informed financial decisions.
 
Independent Financial Adviser 0.1 mi
We serve one purpose; to help you make the most of your money.