At Beechwood Financial Consultants, we provide advice to trustees, deputies, private and corporate clients in Lincolnshire and across the UK. Highly qualified and with years of experience, we build individually tailored plans to help you achieve your goals.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
As you prepare to live on the financial resources you have built, you may have to balance many options and competing needs. Strong financial advice based on high quality research, professional systems and years of experience in identifying those things that are important to clients are vital to a happy and secure financial future.
With the increased freedom in retirement options and increased longevity many clients need to plan to enable them to pace their spending to match their goals.
We utilise cash flow modelling to map your goals and then plan the most tax efficient way of meeting your needs.
From our very first meeting, Steve exuded confidence in both detailing and outlining all available options in a very clear and precise manner. His investigations into our current financial outgoings were especially completed with utmost care and consideration which gave my wife and myself absolut...
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.