I feel extremely grateful that I was put in touch with Beechtree Financial Advice, and I can whole heartedly recommend their services to others. Claire Lee is extremely helpful and knowledgeable. 

She also explains financial matters clearly and patiently to us less knowledgeable mortals. She has been very generous with her time, as have the whole team (special mention to Bobby) who helped  me.

I am sad now to be moving out of the UK and so out of Claire's care ( and 'care' is exactly how it has felt: she has looked after me and my investments with great care and kindness and wisdom.) It has been a pleasure working with her. I am doubly aware of how much she did for me now I am trying to
find her replacement in a different area of the world: I fear it will be a fruitless search. I will miss Beech Tree'.
 

Having moved from a large financial company that we had been with for many years we can honestly say moving to Beech Tree Financial services has been the best decision.

From our initial meeting with Claire back in December 2024 we have felt confident with everything..The whole process of switching our finances to BeechTree was explained clearly and thoroughly and nothing was too much trouble. Any questions or queries were answered promptly.

The Quilter app allows you to monitor your account and again we have been impressed with the prompt delivery of documents relating to our transactions

Claire and all the team are extremely approachable and friendly and make you feel at ease. We would say anyone looking for financial advice or thinking about changing to a smaller company we would highly recommend Beech Tree.

I wanted to ensure I was doing the best I could with my pensions and investments and felt I needed some proper advice to ensure I could make the most with my funds. My main concerns were cost and transparency. I wanted to understand where I was investing my money and if it was going to be safe. Claire listened to my concerns and my requirements. She visited me at home and I immediately felt comfortable and able to express exactly what I was hoping to achieve.

We had a really fruitful discussion and I am extremely happy with my investments.

I am very happy with the service and advice provided by Claire and the team at Beechtree. I trust that they have my best interests at heart and I have recommended them to family and friends. I think anyone that wants clear, transparent advice regarding possible investments would benefit from contacting Beechtree. I especially appreciate how comfortable Claire makes me feel so I can ask whatever I want.

Going back to 2016 /17 I was advised by my employer to secure the services of a “reputable” financial consultant to handle my leaving work

financials.

My objective was to find a local, reputable business without any fears or concerns about their integrity and professionalism.

After some research I found a local company who, after the initial meeting believed they were the correct business to address my needs.

Being “local” also meant I could do some background investigations which again proved positive.

I was allocated a financial advisor named Claire Lee. From the first meeting I had confidence in both Claire and her business

to work closely with me to deliver the end goal for me to retire in a financially sound position.

I have been liaising with Claire now for some 8+ years and have added investments for my two grandchildren with her.

Regular review meetings, open, honest and clear discussions supported by detailed documentation again add to the “safe hands” feeling

Anyone looking for a professional advisor supported at her office by a great Team needs look no further.

In summary, a 10/10 individual, Team and business who I recommend and endorse with high confidence.