Iona Beesly Associates Limited
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
-
Business
- Corporate pension
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Financial planning
- Wealth management
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Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
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Long term care
- Long term care
Iona Beesly Associates Ltd, First Floor, 325A Goring Road, Goring-By-Sea, Worthing, West Sussex, BN12 4NX
Contact us
We are a small family run company who provide Independent Financial Advice to individuals and corporate clients.
Our company has been running for over 35 years, and we pride ourselves in providing the best advice for our clients.
We specialise in Investments and Inheritance Tax Planning as well as advising upon Retirement Planning for both pre and post Retirement (Pensions and Annuities), Life Assurance, Business and Shareholder Protection, Trusts, Off Shore Investments and Savings.
We provide a personal and professional service, advising our clients on how to achieve their financial goals and objectives.
Whether you are an individual, family or corporate client, we will provide bespoke advice to suit your requirements.
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