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B&E Financial

Independent Financial Adviser  B&E Financial, London, EC4N 7BE
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FCA authorised
Last authorised 8th August 2022
Quality financial advice in a straightforward, affordable and accessible way
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
Meet our advisers
MR Gary Edwards
Director
MR Jeremy Benedyk
Director
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.

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

Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£101,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

B&E Financial, 75 King William Street, London, WD6 3SR

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