Chartered Financial Planners

Beechwood are proud to be Chartered Financial Planners.

Awarded by the CII, the Chartered accreditation is the gold standard for financial planning firms. Chartered status is a symbol of commitment to professional standards and demonstrates we are at the forefront of our profession, putting ongoing professional development and trust at the heart of everything that we do.

In working with Beechwood, you can be confident that you are working with a firm focused on technical expertise and good client outcomes.

As a Chartered Financial Planning firm, we have made an ongoing commitment to:

  • Maintaining the highest level of technical and professional knowledge and competence.
  • Continually update our knowledge and skills through continuing professional development.
  • Work ethically, through adherence to an industry Code of Ethics.

Our Services

Click below to view our list of services

Meet The Team

Meet our advisers and administration team


Click here to view some of our client testimonials

Contact Us

Contact our advisers today

Please feel free to contact us if you would like to enquire further