Beach Independent Financial Advisors

Independent Financial Adviser Beach I F A, The Chancery West, Abbey Lawn, Shropshire, Shrewsbury, SY2 5DE
Response rating
7.0/10
FCA verified
22nd October 2018
Financial Planning helping clients understand their financial situation today, plan for tomorrow, or should the worst happen and annually review.
We can advise you on
    • Equity release
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • 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
    • Wealth management
    • Long term care
Meet our advisers
adviser-person
Robert Stephen Dalziel DIP PFS
Managing Director/Ifa
adviser-person
Nick Ling
Financial Adviser
Where to find us

Beach I F A, The Chancery West, Abbey Lawn, Shropshire, Shrewsbury, SY2 5DE

Contact us
About us

Beach Insurance Financial Advisors are financial and retirement planners providing detailed personal and corporate financial planning in addition to all types of investment, pension, protection and mortgage advice.

All clients new and existing are provided with a report as an appraisal of their financial planning arrangements with reviews carried out on a regular basis.

Please call Rob Dalziel to arrange a meeting.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£125,000

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