Iona Beesly Associates Limited

Independent Financial Adviser  Iona Beesly Associates Ltd, Worthing, West sussex, BN14 0EJ
First meeting at adviser's own cost
We're independent, which means we work for our clients interests, to help them plan for 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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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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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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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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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 Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 25th May 2020
Meet our advisers
Samuel Dearnley DipPFS
IFA

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.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

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

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

About 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.

Our services

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.

Where to find us
Head office address: Iona Beesly Associates Ltd, 196 Findon Road, Goring-By-Sea, Worthing, West Sussex, BN14 0EJ
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£0
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
Response rating
7.0/10
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FCA authorised
Last authorised 25th May 2020

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