FCA verified
25th September 2017

Beauchamp Associates Limited

Independent Financial Adviser Harborough Innovation Centre, Airfield Business Park, Market Harborough, Leicestershire, LE16 7WB
WEALTH MANAGEMENT, PENSION & RETIREMENT PLANNING, TAX PLANNING TO MEET YOUR NEEDS & OBJECTIVES. NO SALES PITCH JUST QUALITY ADVICE.
We can advise you on
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group protection
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Critical illness
    • Healthcare
    • 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
adviser-person
Jason Lynch CeMAP DipFA MIFS
Director
Where to find us
About us

BEAUCHAMP ASSOCIATES LIMITED HAVE ADOPTED MARKET LEADING TECHNOLOGY T0 PRESENT OUR CLIENTS ACCESS TO THEIR INFORMATION 24/7 VIA A CLIENT WEBSITE OR MOBILE DEVICE. OUR CLIENTS CAN VIEW ALL THEIR FINANCIAL POLICY INFORMATION, PORTFOLIO INFORMATION & TRACK THE PROGRESS IN ONE LOCATION. EVERYTHING IS TRANSPARENT AND A SECURE MESSAGE SYSTEM ALLOWS OUR CLIENTS TO SEND SENSITIVE INFORMATION TO THEIR ADVISER.
WE PROVIDE AN ON-GOING SERVICE AND CLIENTS WILL RECEIVE A 6 MONTHLY LETTER WITH AN UP-TO-DATE PAPER PORTFOLIO TO PROMPT A MEETING. REVIEW MEETINGS CAN TAKE PLACE AT YOU HOME, WORKPLACE OR AT OUR OFFICE.

Our services

TO PROVIDE THE ‘BEST ADVICE’ FOR OUR CLIENTS WE SEEK TO FULLY UNDERSTAND THEIR PERSONAL AND FINANCIAL SITUATION. THE INITIAL MEETING AIMS TO GATHER INFORMATION ASSESS YOUR ATTITUDE TO RISK & GOALS THAT IS UNIQUE TO YOU.
AT BEAUCHAMP ASSOCIATES LIMITED WE UNDERSTAND EACH CLIENT HAS THEIR OWN PERSONAL ASPIRATIONS. OUR AIM IS TO ‘KNOW OUR CLIENT’ BEFORE WE PROVIDE A FULL ANALYSIS AND RECOMMENDATION.
THE INITIAL MEETING IS FREE WITH NO OBLIGATION AND WHILE WE AIM TO KNOW THE CLIENT IT ALSO PROVIDES AN OPPORTUNITY FOR OUR POTENTIAL CLIENT TO KNOW US.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000

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