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 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.

Beech Tree are a trustworthy, supportive and knowledgeable organisation. I know they will provide me with sound financial advice, as they have done in the past.

I have no doubt that Beech Tree value me as a client. They have worked hard to develop an extremely positive working relationship with me. Beech Tree have my interests at heart. They care about me, and what I see as important. Beech Tree are easy to contact, unlike some other organisations I have experienced. They are small, and nimble. Their knowledge of financial markets, and their impact on the economy, is extensive. Beech Tree have an impressive mixture of abilities within their staff. They marry financial experience with cutting edge IT skills.

I have only been a client of Beech Tree for three years. I was very happy with the advice given by my previous advisor, who took early retirement. He continued his excellent advice by recommending Beech Tree.
I am extremely glad he did.

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.