Beechwood Financial Management Ltd.

Independent Financial Adviser  Boston House Business Centre, East challow, Oxfordshire, OX12 9FF
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FCA authorised
Last authorised 14th September 2020
Highly qualified adviser offering honest, no nonsense, ethical independent advice for individuals and smaller companies.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions review
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Pensions transfer
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Lump sum
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Regular savings
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Long term care
Meet our advisers
Geoff White BSC(Hons), Dip PFS
Director & IFA
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 and make sure my clients are not out of pocket.

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.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

Boston House Business Centre, Boston House, Grove Business Park, Downsview Road, Oxfordshire, Wantage, OX12 9FF

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