Stephen Sale

Director & Independent Financial Adviser

Stephen has over 15 years financial services experience, joining Beechwood at the start of 2012 and became a Director in 2015.

Stephen is qualified to Advanced Diploma Level in Financial Planning as well as holding Chartered Financial Planner status and is a designated Pension Transfer Specialist. Stephen has particular expertise in Pension and Retirement Planning as well as providing his clients with advice on their investment portfolios. In addition, Stephen regularly works alongside local solicitors in a range of more specialist areas of planning, including advising clients going through a separation or divorce and trustee investments.

Stephen believes firmly in providing a personal, professional and unbiased approach to financial advice and in building long term trust based relationships with his clients; principles which have been core to Beechwood’s approach for over 40 years.

In 2016 Stephen was listed as a ‘rising star’ by New Model Adviser (sadly, he no longer qualifies as a ‘young’ adviser!).

Stephen’s Services Include

Testimonials

It is evident to me that the advice that you have given me over the years is proving its worth and I am very grateful to you for your support and guidance.

Katherine, Milton Keynes

Thank you for your letter and valuation schedules. They make encouraging reading – a tribute to your careful management.

Michael, Cornwall

It’s good to know that my portfolio is in such good hands, especially as my eye is definitely off the ball at the moment.

Barbara, Welwyn Garden City

Articles by Stephen Sale