Introduction to Beechwood

Beechwood Financial Services – An IFA built on long term relationships.

First established in 1978, Beechwood has four advisers (three of whom are Directors in the business), a Paraplanner, two Senior Administrators and three other support staff. Six of the team have been with the firm for more than 10 years and two for more than 20 years. Although each client has a principal adviser, we normally arrange for at least one other adviser to be reasonably familiar with each client’s affairs. What is more, clients enjoy and appreciate the fact that they are known to the administration team and their voices are often recognised. We are a firm that is small enough to provide a very individual and personalised service whilst being large enough to have the skills and resources needed to provide the right advice in many different circumstances and for a wide range of clients.

We would hesitate to suggest that there is a “typical” Beechwood client but to find out more about client situations on which we frequently advise and services that we regularly provide, click here.

Although a good many of our clients are based in and around the Welwyn Garden City area, a considerable number are spread around the country from Cornwall to the Lake District and from the Moray Firth to the South Downs.

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