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.

I cannot remember how long ago it was when Claire started taking care of both pension and investments for us, both personally and for companies in which I was once involved. Indeed I gather she also takes care of the pensions of some of my now retired ex-employees, so naturally I followed Claire when she formed "Beechtree". Financial services are provided, yes, but she is also a friend. We moved to Newcastle some years ago and she comes here annually for a " review" visit. She has now picked up a few other clients here as well.
Everything is dealt with instantly, and the "Beechtree" service is warm imaginative and creative! She also allows me my own ideas! The staff built up at Beechtree seem to have absorbed and reflect the same spirit.