Beech Tree Financial Advice Ltd
334 Wellington Road North, Greater Manchester, United Kingdom
About Beech Tree Financial Advice Ltd
Welcome to Beech Tree Financial Advice Ltd, the leading financial advisory institution in the United Kingdom. Our establishment is located at 334 Wellington Rd N, Stockport SK4 5DA, providing our clients with easy accessibility to our trusted services.
As a finance-focused institution, Beech Tree Financial Advice Ltd is committed to providing expert financial advice and solutions to individuals, families, and businesses. We offer a wide range of financial solutions that cater to different financial needs, from investments and pensions to insurance and debt management.
Our team of qualified and experienced financial advisers is dedicated to providing our clients with personalized financial advice and guidance that best suits their specific situations. We understand that every client is unique, and therefore, we tailor our services to meet each client's individual needs.
At Beech Tree Financial Advice Ltd, we believe that knowledge is power. We strive to educate our clients on financial matters, providing them with the information they need to make informed financial decisions. We utilize the latest technology, research, and industry trends to deliver up-to-date and relevant financial advice to our clients.
Our institution is not only a financial service provider, but also a point of interest in Stockport. We take pride in our commitment to the community, engaging in various charitable causes and events, ensuring that we give back to the society that supports us.
At Beech Tree Financial Advice Ltd, our mission is to provide our clients with expert financial advice and solutions that contribute to their financial goals and aspirations. Contact us today to schedule an appointment with our dedicated financial advisers, and take the first step towards achieving your financial goals.
334 Wellington Rd N, Stockport SK4 5DA, United Kingdom
Opening hours of Beech Tree Financial Advice Ltd
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Beech Tree Financial Advice Ltd
"Met with Claire Lee at the start of 2017 to discuss early retirement plans. A key part was to set up a regular monthly income from my pension funds and to set up long term investments. Quickly identified the professionalism, personal focus and business knowledge Claire has and was therefore totally happy to administer my plans. Great communication and review skills and again looking at best interest of client/s with support from a great team based at her Stockport Office. 100% recommend for a safe and trusted individual and Team."
"Claire only has the interest of her clients at heart. I trust her completely and have always felt comfortable with her advice. This hasn't always been my experience with other Companies and I wouldn't consider using any other company for investment in the future."
"Claire has been my advisor for a few years, I found her to be extremely helpful in setting up my retirement plan. Her professionalism and care for her clients is exemplary. She is always to hand and nothing is too much trouble. I would have no hesitation in recommending Clare and her team to anyone who needs financial advice."
"I have been a client of Beech Tree and dealing with Claire for the past 3 years. Claire has been helping me put things in place to enable me to take early retirement. During this time Claire has been a pleasure to work with, she has listened to my thoughts, answered numerous questions and produced a pension plan giving me access to a wide range of products to give me the best opportunity going forward.Claire and the team have kept me regularly updated even during all the issues of the last 3 years nothing is to much trouble.I have no hesitation in recommending Claire she is very friendly, positive and professional and has made the whole process for me very easy."
"Having recently used Beech Tree Financial to take out some life cover, I would highly recommend them to others. The support from Eden was excellent and explained to me in terminology which I could understand. She made the process super smooth and was always there to help with any questions I had."
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