B&E Financial, 75 King William Street, London, EC4N 7BEMake an enquiry
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.
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
- Personal & Business Protection
- Mortgage Advice
- Occupational Benefits
- Tax Efficient Planning
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