Beechwood Financial Services
Beechwood Financial Services is a chartered financial planning firm established in 1978, providing financial advice to clients. The advice team has over 90 years of combined experience and focuses on building long-term relationships with clients.
- Specialist Advice
- Retirement Planning
- Pensions on Divorce
- Savings & Investments
- Trust & Trustee Advice
- Redundancy Counselling
- Planning for Business Owners
- Estate and Inheritance Tax Planning
- Power of Attorney and Court of Protection
Locations
Digital Popularity
Available on
Competitors
Vita Financial Planning is dedicated to helping individuals and businesses achieve their financial goals through comprehensive and tailored financial advice.
Strategy Financial Ltd is a ‘boutique’ practice offering ongoing financial planning, bespoke advice and direction to both individual and business clients.
Jones & Co is an independent financial advisory firm that offers a range of financial planning services, including lifestyle financial planning, mortgage advice, and investment solutions.
Company Details
Beechwood Financial Services is operated by Beechwood Financial Services Limited and is a Active company incorporated on 30 January 2015 with the registered office located in Welwyn Garden City, Hertfordshire. Beechwood Financial Services Limited was registered 10 years ago.
Status
Active
Size
Small
Directors
3
Age
10 years old
Employees
13
Turnover
Unreported
Total Assets
£761.43K
Cash in Bank
£410.61K
Total Liabilities
-£188.9K
Teams
4
Financial Administrator
Bookkeeper
Paraplanner • Joined Jun 2024
Independent Financial Adviser • Joined Nov 2017