Beechwood Financial Services
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Investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Traded endowment policies
- Unit trusts
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Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
-
Business
- Corporate pension
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
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Financial planning
- Wealth management
Established in 1978, our firm has a broad client base of individuals and companies to whom we provided advice on pensions, investment portfolio planning, mortgages and general financial guidance. We encourage clients to use our fee based service rather than accept commission, but will work on commission if the client prefers.
We aim to build long term, trust based relationships. We recognise that not everybody needs the services of an IFA and some of those that do have a fairly limited need; perhaps little more than a nudge in the right direction and some reassurance. For others, the services of a good IFA are an essential part of life. Our approach is, firstly, to help clients establish if and to what extent they need our help and then to ensure any recommendations we provide are focused on their objectives.
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