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.

Beech Tree Financial – a first-class company.
In my experience all the team members are very professional and always offer very helpful and sound
advice.
I can’t recommend them highly enough.

Beech Tree Financial Services have been looking after our finances for a number of years. We have always found them to be extremely friendly, highly professional and extremely understanding of our financial and investment needs.
We would recommend them to anyone wishing to use their services.