Beats Financial Planning

Independent Financial Adviser 16 Oaklands, Curdworth, Sutton Coldfield, West Midlands, B76 9HD
FCA verified
18th February 2019
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
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Bad credit
    • Buy to let
    • First time buyers
    • Flexible
    • High loan to value
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Long term care
Meet our advisers
Paul Yates DipFa MIFS CeMAP
Independent Financial Adviser and Mortgage Adviser
Where to find us

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

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

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

Beats Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority.

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