News Archives - Page 3 of 5 - Beechwood Financial Services

Investments or Cash?

22/01/2024

Picture: Zara Farrar/HM Treasury

Do I Have to Pay Tax on My Savings Interest?

13/10/2023

Charitable Giving as a Strategy for Reducing Inheritance Tax

04/09/2023

Lifetime ISA: a 25% Government Bonus Towards First Home or Retirement!

16/06/2023

Update on the former Woodford Equity Income Fund – Redress Scheme

21/04/2023

As a first-time user of financial services, I couldn't be happier with my experience at Beechwood Financial Services. They took the time to break down complex details into an easy-to-understand manner and always made sure I understood the rationale behind their recommendations. Their communication across the board—whether via email, phone, or in person—has been excellent. I’m always kept fully informed and up to date, and I haven't had to chase them for a single thing. Highly recommend their professional and proactive team!

Carol Harwood

3 months ago

We cannot recommend Jasmine from Beechwood Financial Services highly enough. As we approached retirement, we wanted expert advice on investing our lump sum payments. Jasmine and the team at Beechwood took the time to understand our circumstances, explain our options clearly, and guide us through the entire process with professionalism and patience.
Jasmine’s advice gave us confidence that our money was being managed wisely, and helped create a plan that provides a reliable income in retirement while ensuring our investments are working effectively for our future.
The service we received was friendly, knowledgeable, and tailored to our needs. Nothing was ever too much trouble, and we always felt valued and well informed. We are extremely pleased with the outcome and would not hesitate to recommend Beechwood to anyone seeking trustworthy financial advice.
Thank you Jasmine for your outstanding support.

MAK Turton

Having worked with Beechwood to set up a trust for a relative's current and potential needs, I decided to get advice about my own financial situation. Beechwood have been very helpful, are always approachable and have given me the confidence to move forward with plans. I remain a client and am reassured that I will have support if and when needed in the future. I have recommended Beechwood to friends.

Celine Caux

Jamine was incredibly friendly, knowledgeable, and helpful throughout the whole process. The onboarding was clear, straightforward, and easy to follow, which made everything feel much less overwhelming.

I especially appreciated being supported by a woman who genuinely understood my insecurities and concerns around pensions and financial planning. She made me feel comfortable, listened to, and confident in the decisions I was making. I would highly recommend her to anyone looking for professional and compassionate pension advice.

David Ford

4 months ago

Very good service sorting out our personal finances pre- and post-retirement. Listened well to our needs and provided clear and comprehensive advice.

Jayne Coleman

Beechwood FS and specifically Stephen Sale have, over several years, supported me in financially navigating the road to and through retirement. Stephen has always and without fail provided me with innovative solutions and tailor made advice. Through regular contact, discussion and also the understanding between us has resulted in a partnership I really value and one which also gives me financial confidence for the future.

GRAHAM COLEMAN

Stephen Sale manages to provide a personal but at the same time professional service. Certainly no hesitation in highly recommending his service and advice.

Jane Large

Beechwood have been trusted to look after the financial affairs of my family for more than 35 years and last year my husband and I appointed Jasmine (alongside Stephen) to help us plan and prepare as we get nearer to retirement.

We have been so grateful for the active listening, care and concern shown. They give us full confidence that they use their skills and judgment to achieve the best for our portfolios consistent with our aims and risk profiles.

Nicolas Soames

2 years ago

I have found Beechwood Financial Services to be excellent and reliable advisors for me as my circumstances changed considerably. Stephen Sale and his team listened, took on board my requirements, absorbing the complications, gave clear and rational advice...and when I ok'd it, implemented the plan. I feel very confident that all my intentions were met. Also, I must add that the company's internet security processes are seriously confidence-building!

Holly Bagshaw

Vig was so helpful and friendly. I was really grateful for his advice and he really understood my situation and was very kind and supportive. Will definitely use these services again in the future if I need to.

Xanthe C

I submitted an enquiry to Beechwood Financial Services having found them on the Financial Conduct Authority directory. I was contacted promptly by Vig, we discussed what I wanted to acheive from an appointment about pensions. I provided some information before the meeting so that Vig could prepare some options for me. The office is in the same building as the Travel Lodge hotel, a little confusing at first but I was guided to the right place by Beechwood staff. My meeting was with Vig and Phil, Vig had consolidated and summarised all of the "bits" of information I had provided to present options available to me. Advice without pressure. I would happily recommend Vig and Phil at Beechwood and will return to them for more financial or pension advice in the future.

Jonathan Pomroy

I have used Stephen and the Beechwood team for a number of years. They are aways very helpful and prompt in dealing with any queries. Would highly recommend speaking to them for any pension and financial advice.

Jeremy Silverstone

3 years ago

First class, personalised financial planning from true experts in their field.
Vig always takes time to fully understand our circumstances and provide constructive, non-judgemental advice.
For advice on pensions, investments and retirement planning, I cannot recommend Vig, Michelle and the Beechwood team highly enough.

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The new Lump Sum Allowance

End of Tax Year Checklist

Spring Budget 2024

Investments or Cash?

Autumn Statement Summary 2023

Do I Have to Pay Tax on My Savings Interest?

Charitable Giving as a Strategy for Reducing Inheritance Tax

Lifetime ISA: a 25% Government Bonus Towards First Home or Retirement!

Update on the former Woodford Equity Income Fund – Redress Scheme

Spring Budget 2023

Reviews from our Clients

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