Claire Lee has been my financial advisor for over 15 years, during that period of time she has provided friendly, professional advice on a range of financial products which has resulted in a comfortable retirement.

I really can't praise Beech Tree Financial enough. Claire and her team have helped me with financial advice and guided me through some difficult personal circumstances with empathy and patience. Readily available to answer any questions in person as well as by phone, I would have no hesitation in recommending Beech Tree to anyone looking for a personal approach to professional financial services.

My very first meeting (and all subsequent meetings) with Claire settled any lingering concerns I may have had regarding “pension advisers”. There was no gobbledygook, no pressure and no outlandish wealth promises of what I could expect from my pensions.
Various pension options to meet our requirements were fully explained and discussed over several meetings before we made our decision of what path to go down.
In a nutshell Claire, and the whole team, are very knowledgeable, patient, approachable and professional.
As such, I have no hesitance in endorsing Beech Tree Financial and the advice that they are able to provide.

I met Claire when my husband was terminally ill and needed advice on the best way forward for his pension. Claire offered different solutions and he chose the best plan for both his and my needs.
Sadly, he lost his fight but Claire has continued to offer financial support for me, helping me to navigate the minefield that comes with pensions and investments. The team are always there to support any queries I may have. I would highly recommend
Beech Tree Services.