Beechwood Financial Services
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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Telephone
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Online (Live chat, video, email)
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Face to face
Gate House, 2nd Floor, Fretherene Road, Welwyn Garden City, Herts, AL8 6NS
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