Beats Financial Planning

Independent Financial Adviser 16 Oaklands, Curdworth, Sutton Coldfield, West Midlands, B76 9HD
FCA verified
15th July 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
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Bad credit
    • Building your home
    • Buy to let
    • Buying first home
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • 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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