Beard & Coles

Financial Adviser (Restricted Whole of Market) 23 Primrose Way, Horbury, West Yorkshire, Wakefield, WF4 6AW
FCA verified
10th June 2019
Personal, face-to-face customer service with real world solutions and advice. The advice we provide is designed for your benefit only.
We can advise you on
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Socially responsible investments
    • Bad credit
    • Buy to let
    • First time buyers
    • Flexible
    • Remortgage
    • Residential
    • Self employed
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Robert Callaghan
Financial Adviser
Where to find us

23 Primrose Way, Horbury, West Yorkshire, Wakefield, WF4 6AW

About us

Beard & Coles Financial Planning have been providing corporate, professional and private financial advice for over 30 years. Robert Callaghan DipPFS operates the Northern territory and is locally based to provide assistance for all areas of financial planning including Pension and Pension transfers, Investments, Auto Enrolment, Private and Buy-to-Let Mortgages and Personal and Business protection. Operating for over twenty years in the Automotive Industry in senior management, Robert's background of running a large business provides the real world knowledge and expertise necessary to advise our professional and business clients alike. The size and experience within our company ensures that all areas of financial planning and for any need is professionally managed. If you are looking for a local, personal and professional service from a fully qualified adviser with access to industry leading providers and offering solutions tailored specifically for you, then contact Robert Callaghan in our Wakefield business. There is no cost for any initial consultation and should you have any queries or questions, regardless of how trivial they may seem, simply call Robert at any time who will be delighted to assist. Home visits at a time to suit you are available.

Our services

The Financial Services industry has seen unprecedented changes with an aim to raise standards and provide the levels of service the UK public deserve. In a time where there has never been as many Advisers leaving the industry due to the higher levels of qualifications required, or unwilling to operate under greater regulation, Beard & Coles has created a team of real world professionals to provide clear, honest and impartial advice. Any financial need undertaken, whether private, professional or corporate advice,we ensure that our advice is for the benefit of you and nobody else.

Advice methods
  • phoneButton
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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