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  11. Beyond Financial Limited.

Beyond Financial Limited.

Independent Financial Adviser  26 Haslucks Green Road, Birmingham, B90 2EL
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FCA authorised
Last authorised 16th November 2020
Chartered and completely independent financial advice with over 20 years experience.
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 review
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Pensions transfer
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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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Socially responsible investments
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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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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Long term care
Meet our advisers
Tony O'Driscoll CFP, Chartered MCSI & Affiliate of STEP
Chartered Financial Planner, Managing Director
About us

We can help you to plan and positively manage your financial future. We are not tied to any providers meaning we can use the whole of the market to find the best solution for your personal situation.

Our services

We specialise in personal cash flow planning. Through income & expenditure, assets & liabilities, we help clients to live life without the fear of running out of money.

We guide our clients to reach their financial goals and make retirement a simpler and more achievable target.

Our long-term partnerships with clients are built around outstanding personal service and a common goal: successful futures.

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

26 Haslucks Green Road, Shirley, West Midlands, Birmingham, B90 2EL

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