Beechwood have over 45 years’ experience in providing impartial financial advice to our clients. Our aim is to provide clients with holistic financial planning and advice, helping them to navigate their way towards a secure financial future and to make the most of what they have accumulated or acquired.
I joined Beechwood in 2010 after graduating with a Law degree from the University of Reading. I now hold Chartered Financial Planner status and am a designated Pension Transfer Specialist.
The Beechwood advisers have over 90 years combined experience in financial advice and planning matters, including:
- Retirement Planning
- Savings and Investments
- Estate and Inheritance Tax Planning
- Planning for Business Owners
- Pensions on Divorce
- Trust and Trustee Advice
- Redundancy Counselling.
If you would like to discuss your financial planning requirements, we would be very happy to hear from you.
Email: post@beechwoodfs.co.uk
Phone: 01707 336539
Website: www.beechwoodfs.co.uk