Beechwood Financial Management

Independent Financial Adviser 2 Florida Court,, Bath Road,, Reading, Berkshire, RG1 6NX
FCA verified
15th July 2019
Highly qualified adviser offering honest, no nonsense, ethical independent advice for individuals and smaller companies.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • 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
    • Estate planning
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Geoff White BSC(Hons), Dip PFS
Firm Principal & IFA
Where to find us

2 Florida Court,, Bath Road,, Reading, Berkshire, RG1 6NX

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

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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