B&E Financial

Independent B&E Financial, 75 King William Street, London, EC4N 7BE
First meeting at adviser's own cost
Response rating
9.1 /10
FCA verified
14th October 2019
Quality financial advice in a straightforward, affordable and accessible way
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Building your home
    • Buy to let
    • Buying first home
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
Meet our advisers
Jeremy Benedyk
Director
Gary Edwards
Director
Where to find us

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

Make an enquiry
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
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    Online (Live chat, video, email)
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    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000