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.

Seriously,
Having been a long-standing client of Claire and the Beechtree team, I am happy to say that they deliver great advice and an excellent ongoing advice service, which is tailored to my personal needs. I really appreciate the professionalism, always delivered in a friendly way.

Beech Tree Financial Advice Ltd. consistently provides me with a friendly, personal and highly professional service. As a finance phobic, finding Beech Tree has become one of the major support services in my
life. Our meetings are relaxed and productive. Claire is a good listener and guides me in making my own decisions. Most importantly, any queries receive a prompt response and my portfolio is very well managed.
I thank you all for your advice and care of my finances.

Professional, and caring; these are the two major characteristics that have been my experience of dealing with Beech Tree, both since it was formed but also in dealing with key members of its staff in a previous advisory relationship.
This goes back for nearly twenty years.
The advice I have had over the whole of this period has been timely and the outcomes to my considerable satisfaction. All conversations have been open and friendly and still professional.
Beech Tree support staff have been patient, sometimes very necessary with both myself and some financial operations, but also knowledgeable and efficient in operation, a great help.
Put simply, they have my trust.