Beats Financial Planning

Independent Financial Adviser  16 Oaklands, Curdworth, Warwickshire, B76 9HD
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FCA authorised
Last authorised 21st September 2020
To provide professional advice which protects and enhances clients' assets, builds long-term relationships based on trust, mutual respect and integrity.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying first home
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
Paul Yates DipFa MIFS CeMAP
Independent Financial Adviser and Mortgage Adviser
About us

With over 15 years experience we provide advice on all aspects of financial planning including regulated life, pensions and investment related business.

Our services

Individual lifestyling
Protection and Mortgages,
Investment Management,
Retirement Planning

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

16 Oaklands, Curdworth, Sutton Coldfield, West Midlands, B76 9HD

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