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
15th July 2019
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
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Equity release
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • 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

Make an enquiry
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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