Planning for Business Owners Archives - Beechwood Financial Services

Tag Archive for: Planning for Business Owners

“Money’s greatest intrinsic value is its ability to give you control over your time” Morgan Housel

01/06/2026

Why are interest rates rising?

22/08/2022

MAK Turton

3 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

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

1 month 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.

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

2 years 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

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

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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Tag Archive for: Planning for Business Owners

“Money’s greatest intrinsic value is its ability to give you control over your time” Morgan Housel

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