Whilst the company was only set up in early 2020, Claire Lee, the financial adviser, and her team have been helping clients with their pensions and investments for many years and have a good deal of experience between them.
Claire holds Chartered status and, as well as being technically strong, always works with clients to ensure they not only do the right thing for their circumstances but have a good understanding of all solutions put to them.

Beech Tree offer advice in pensions (including final salary benefits and workplace schemes) investments and protection.