FCA verified
25th September 2017

Beechwood Financial Management

Independent Financial Adviser 2 Florida Court,, Bath Road,, Reading, Berkshire, RG1 6NX
Highly qualified adviser offering honest, no nonsense, ethical independent advice for individuals and smaller companies.
We can advise you on
    • Corporate pension
    • Employee benefits
    • 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
    • Unit trusts
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Estate planning
    • Taxation planning
    • Long term care
Meet our advisers
adviser-person
Geoff White BSC(Hons), Dip PFS
Firm Principal & IFA
Where to find us
About us

I have been a financial adviser since 1996 and become independent in 2001. I now run my own firm so that I can focus on achieving objectives for clients rather than achieving sales targets for a boss. I believe in doing things right first time, but if a mistake is made (we're all human after all) I will do my best to rectify if quickly and without fuss.

Our services

We strive to listen and understand what you want and need. We will then research, design and deliver the best solution to meet those needs independently, honestly and with as little fuss as possible.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Compliance

Beechwood Financial Management is an Appointed Representative of the TenetConnect Services Ltd. which is authorised and regulated by the Financial Conduct Authority

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Our simple principle is always to only provide advice that we would be happy to implement ourselves.