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

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.

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.

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.