Beechwood Financial Services

Independent Financial Adviser  Gate House, Welwyn Garden City, Herts, AL8 6NS
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FCA authorised
Last authorised 19th October 2020
We have many years of experience providing impartial financial advice, helping our clients navigate towards a secure financial future.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Buying first home
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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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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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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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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Taxation planning
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Corporate pension
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Group Pension/Stakeholder
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Group critical illness
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Group income protection
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Group life insurance
Meet our advisers
Stephen Sale BA (Hons); APFS
Associate
Philip Boon Dip PFS
Partner
Graham Hume Dip PFS
Partner
Geoffrey Cummings Dip PFS
Partner
About us

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.

Our services

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.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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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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