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WHAT DO OUR CLIENTS SAY ABOUT US?

Testimonials

D. Morris

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.

AM Graside

Claire and all the team at Beech Tree are professional, organised and extremely supportive.
Their help and advice have been invaluable and they are always willing to answer any questions however simple they seem in terms I understand.
I would not hesitate to recommend them to friends and family.

A. Scanlon

I have been represented by Beech Tree Financial Services since the company was formed and in particular by Clare Lee for over twenty years. In that time the advice and service given has been first class providing my wife and myself security and support when needed. I would recommend the company to anybody who wants financial advice when needed.
Regards Tony