Response rating
7.0/10
FCA verified
20th November 2017

Beanland Financial Services Ltd

Independent Financial Adviser 4, Croft Court, Croft Lane, Temple Grafton, Alcester, Warwickshire, B49 6PW
First meeting at adviser's own cost
We aim to deliver quality advice in a welcoming environment, where our ethos revolves around trust.
We can advise you on
    • Ethical investments
    • Investing for income
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • 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
    • Wealth management
    • Estate planning
    • Long term care
Meet our advisers
Colin William Pritchard ACII, FPFS, CHARTERED FINANCIAL PLANNER
Director
Accreditations
Chartered Financial Planner
John Garvey ACII, APFS, CHARTERED FINANCIAL PLANNER
Director
Accreditations
Chartered Financial Planner
What our clients say
Our adviser took the time to understand my circumstances and financial needs. The advice our adviser gave us was clear and easy to understand.
John & June, Shipston
My adviser is easy to contact and available to help me with queries when required. He contacts me on a regular basis in line with my expectations based on our agreement to review my needs. I would definately recommend my adviser to a friend.
Mr H, Warwickshire
Where to find us
About us

Beanland Financial Services Limited was established by John Garvey and Colin Pritchard in order to purchase the business of Nigel Beanland and Company, which has been established since 1989.

We are truly Independent which means that we have access to the entire Financial Services Market. We research the most appropriate solution for our clients using some of the latest computer systems and technology. These systems are constantly being updated. We offer all our clients the option of a comprehensive review service in order to ensure that their ongoing needs are met, and that their policies remain suitable for current circumstances.

Our services

We believe in providing high quality service, with emphasis on building long term relationships. We have dedicated and skilled advisers that work to achieve this.
How do we do it?
The objective of the advice service is to put in place product solutions to enable you to meet your financial goals and regularly review the performance of those solutions to help you to remain on track. To achieve this, we follow a process which includes:
. Initial Consultation / Discovery Meeting.
. Identification and confirmation of your needs.
. Design and production of a financial strategy.
. Ongoing review service tailored to your needs.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Compliance

Beanland Financial Services Ltd is an appointed representative of Intrinsic Independent Ltd and Intrinsic Mortgage Planning Ltd, which are authorised and regulated by the Financial Conduct Authority. Intrinsic Independent Ltd and Intrinsic Mortgage Planning Ltd are entered on the FCA Register (http://www.fca.org.uk/register) under reference under reference 217742 & 440718

Tax and trust planning is not regulated by the Financial Conduct Authority

Similar advisers near you

Independent Financial Adviser 3.99 mi
Is it time you took charge of your financial future? If the answer is YES, then contact us without delay!
 
Independent Financial Adviser 4.04 mi
Established in 1973, DHM has a history of providing good advice to individuals and businesses.
 
Independent Financial Adviser 4.82 mi
Independent, experienced and highly qualified chartered financial planners who offer a non-obligation financial consultation.
 
Independent Financial Adviser 6.13 mi
Will travel to meet you, initial charges only on first £250K of your investments - Pension Specialist & Investment Manager.