Steve Tutton - BeeSure Ltd

Independent Financial Adviser  Beesure Uk Limited, Newport, NP10 8FY
First meeting at adviser's own cost
Providing Holistic Financial Planning | Helping Clients Achieve Financial Independence
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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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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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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Offshore investments
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Socially responsible investments
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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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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Small business
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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
Response rating
7.0/10
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FCA authorised
Last authorised 3rd May 2021
Meet our advisers
Mr Steve Tutton
Independent Financial Adviser

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

About us

WHAT I DO: Help my clients achieve financial independence so they can continue to work because they want to rather than because they have to.

I CAN HELP YOU:

- PROTECT you and your family against the unknowns in life such as losing your job or even a partner

- BUILD a plan for your money that reflects your tolerance for risk and also your capacity for loss

- REDUCE the stress associated with planning your finances by knowing you’re in safe hands

- ACHIEVE your financial aspirations through comprehensive tailored financial plans and continued monitoring.

HOW I DO IT: I provide holistic financial planning solutions which are based on all aspects of your personal circumstances. This information collected in conjunction with your needs, goals and objectives for the future will be used to construct a bespoke financial plan. With the use of intuitive cashflow modelling we will be able to build a picture of where you are at the moment and what it is going to take to get you where you want to be.

Where to find us
Head office address: Beesure Uk Limited, Rowan House, Hazell Drive, Newport, NP10 8FY
Preferred clients
Minimum wealth (income/assets)
£20,000
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 3rd May 2021

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