Phil Boon

Director and Independent Financial Adviser

Phil has over 40 years’ experience in Financial Services having started in the industry in 1984. Following Account Manager roles at both Albany Life and Scottish Amicable, he joined Beechwood in 1998 before becoming a partner in the practice a year later.

Phil is currently one of the three Directors in the practice and is classed as a Pensions specialist. He uses this expertise to provide clients with Pension and Retirement Planning advice as well as on their investment portfolios. He remains a qualified member of the Personal Finance Society.

Outside of work Phil enjoys playing or watching most sports and going to the theatre. He is also an avid fan of Leeds United Football Club although he blames his lack of hair on this! Phil is married with 3 children but at 6 ft 8 inches tall you may be surprised to read that he is not the tallest member of the Beechwood team.

Phil’s Services Include

Many thanks for all your helpful advice down the years, you have helped us to get our finances into a strong position, and we are very grateful.

Dave & Judy, Cambridgeshire

Thank you for looking after Richard’s pensions for him – he was very impressed with the advice and service, as were Margaret and I – just wish we could scrub away a few years.

Doug, Bedford

I honestly don’t think we could have done it without you. Thank you for your patience and care and it has been an absolute pleasure as always.

Lucy, Axminster, Devon

Articles by Phil Boon

Reviews from our Clients

Beechwood Financial Services place picture
5.0
Based on 17 reviews
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MAK Turton profile picture
MAK Turton
2 weeks ago
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 profile picture
Celine Caux
2 weeks ago
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 profile picture
David Ford
4 weeks 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 profile picture
Jayne Coleman
1 month ago
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 profile picture
GRAHAM COLEMAN
1 month ago
Stephen Sale manages to provide a personal but at the same time professional service. Certainly no hesitation in highly recommending his service and advice.
Nicolas Soames profile picture
Nicolas Soames
1 year 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 profile picture
Holly Bagshaw
1 year ago
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 profile picture
Xanthe C
2 years ago
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 profile picture
Jonathan Pomroy
2 years ago
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.
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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IMPORTANT INFORMATION

CONTACT US

Beechwood Financial Services
Gate House
Fretherne Road
Welwyn Garden City
Hertfordshire
AL8 6NS

Tel: 01707 336539
Emailinfo@beechwoodfs.co.uk

Authorised & Regulated by the Financial Conduct Authority. Beechwood Financial Services Ltd Registered in England and Wales Company No.09413892.
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk.

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