Beesure Financial Planning Ltd

Independent Financial Adviser  Ground Floor, Newport, Gwent, NP10 8FY
First meeting at adviser's own cost
Invest yourself, Protect yourself, Bee yourself. Give us a call today to find out more!
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 & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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Wealth management
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ISA / Unit Trusts / OEICs
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Investment trusts
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OEICs
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Unit trusts
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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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Income protection insurance
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Life insurance
Response rating
7.0/10
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FCA authorised
Last authorised 16th November 2020
Meet our advisers
Raffaele Castaldo
IFA

This qualification assesses a knowledge and understanding of the financial services industry including: regulation and ethics, personal taxation, investment principles and risk, pensions and retirement planning, financial protection

This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.

About us

Welcome to Beesure. Beesure provides independent financial and insurance advice to a wide variety of clients, helping them achieve their goals whilst protecting them from risk.
We pride ourselves on providing a bespoke, clear, valuable service to our clients. Putting our clients at ease from the very first meeting and throughout their journey with Beesure.

Our services

We are independent, which means we are not restricted to one provider. This allows us to select the best solution from the whole of the market; giving our clients peace of mind knowing that they will be receiving the most suitable advice tailored to their individual needs.

Where to find us
Head office address: Ground Floor, Hazel Drive, Newport, Gwent, NP10 8FY
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 16th November 2020

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