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 feel extremely grateful that I was put in touch with Beech Tree Financial Advice, and I can wholeheartedly 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 through investment decisions and the administration involved.

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.  

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 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.