Our Services

Our aim is to provide our clients with holistic financial planning and advice.
Our Advice Team has experience and expertise in a wide range of financial planning matters.
Below are a number of financial planning areas where we regularly assist both new and existing clients.

Retirement Planning

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Savings & Investments

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Estate & Inheritance Tax Planning

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Planning for Business Owners

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Specialist Advice

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Pensions on Divorce

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Trust & Trustee Advice

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Power of Attorney and Court of Protection

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Redundancy Counselling

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

Get in Touch

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IMPORTANT INFORMATION

CONTACT US

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

Tel: 01707 336539
Email: info@beechwoodfs.co.uk

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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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