Beanland Financial Services Ltd

Independent Financial Adviser Beanland Financial Services Ltd, Unit 1, Croft Court, Croft Lane, Temple Grafton, Warwickshire, Alcester, B49 6PW
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
2nd December 2019
We aim to deliver quality advice in a welcoming environment, where our ethos revolves around trust.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Estate planning
    • Corporate pension
    • Employee benefits
    • Group Pension/Stakeholder
    • Group Protection/Life Insurance
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group private medical insurance
    • Group risk
    • 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
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
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
Where to find us

Beanland Financial Services Ltd, Unit 1, Croft Court, Croft Lane, Temple Grafton, Warwickshire, Alcester, B49 6PW

Make an enquiry
About us

Beanland Financial Services Limited was established in October 2008 by John Garvey and Colin Pritchard in order to purchase the business of Nigel Beanland and Company.

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.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0

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