I took voluntary redundancy end of October 2023 with a lump sum pay out but still had 12 months to wait to receive my state pension.  I needed to know how to best use the redundancy payment and also get a monthly income. 

At the time I had very little understanding of pensions and also no idea of how to best use my VR payment.  Beech Tree took time to gather detail of my current and future plans in order to personalize and tailor everything specifically to my personal lifestyle and needs.

They were so friendly, understanding and knowledgeable.  Everything was explained so clearly and I could  make an informed decision with no pressure!  Nothing is too much trouble and always at the end of the phone for my questions.  They made me feel very special and I am extremely happy with the overall service and advice I have received. 

I Would highly recommend and on a scale of 1 to 10 easily rate a 10!   I have already recommended to several friends and ex colleagues.

I contacted Claire at BeechTree because I was planning my retirement. I had a number of pensions and I didn’t know how to take them and was concerned that I would make the wrong decision. Claire had been recommended to me by a friend and I know Claire has helped a number of people as they approach retirement.

She visited me at my home a number of times and explained all the different options  I had as well as helping me decide the best way forward, taking account of my personal  preferences and my tax situation. I am very happy with the outcome and am confident and secure  with what I now have.

Claire has transformed my approach to my finances. She’s personable, efficient, and always re- assuring. I recommend her to anyone looking for financial guidance (and already do)! Claire explains things in a way that really makes sense to me, which has given me a much clearer understanding of my pensions. Most importantly, I now have a retirement plan that I feel genuinely confident about. Before working with Claire, I felt overwhelmed by all the pension jargon, but she helped me face it head-on and made everything manageable. If you’re planning your pension, speak with Claire. You won’t be disappointed.

I have been with Claire Lee at Beech Tree Financial Advice Ltd for around 10 years. I needed Pension and investment advice and it was very important for me to be confident in obtaining expert and trustworthy advice. Claire provided a very personal, transparent and accessible service.

Beech Tree work hard to place my funds in the right markets according to the risk levels I am comfortable with. I have already recommended friends who are thrilled with the service provided.

Claires knowledge and experience is exemplary, I would not go anywhere else