Beard & Coles

Restricted - Whole of Market  23 Primrose Way, Wakefield, West yorkshire, WF4 6AW
check
FCA authorised
Last authorised 21st September 2020
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
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Bad credit
check
Buy my next home
check
Buy to let
check
Buying first home
check
Flexible mortgages
check
Next home / Remortgaging
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Socially responsible investments
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
Meet our advisers
Robert Callaghan
Financial Adviser
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.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face

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

Similar advisers near you

Restricted - whole of market 0.69 mi
I offer a free no obligation initial meeting to establish what my clients need and exactly how I can help. I believe an advisers job is to protect and improve by understanding client needs and providing products and services best suited to meet them.
 
Independent Financial Adviser 1.04 mi
One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
 
Independent Financial Adviser 3.19 mi
Friendly, fully independent pension, investment and inheritance tax planning advice from the comfort of your own home. 16 years' experience.
 
Independent Financial Adviser 3.19 mi
With ever changing legislation, retirement options can be at best confusing. Take advice from retirement specialists at The Pension Planner