Beech Tree Financial Advice Ltd - Stockport

Address: 334 Wellington Rd N, Stockport SK4 5DA, United Kingdom.
Phone: 1612824521.
Website: beechtreefinancial.co.uk
Specialties: Financial planner.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Toilet, Appointment required, Appointments recommended.
Opinions: This company has 9 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Beech Tree Financial Advice Ltd

Beech Tree Financial Advice Ltd 334 Wellington Rd N, Stockport SK4 5DA, United Kingdom

☎️1612824521

⏰ Open Hours of Beech Tree Financial Advice Ltd

Monday: 8 am–5 pm
Tuesday: 8 am–5 pm
Wednesday: 8 am–5 pm
Thursday: 8 am–5 pm
Friday: 8 am–5 pm
Saturday: Closed
Sunday: Closed

Beech Tree Financial Advice Ltd

Beech Tree Financial Advice Ltd is a reputable financial planning company located at 334 Wellington Rd N, Stockport SK4 5DA, United Kingdom. With a phone number of 1612824521, and website at beechtreefinancial.co.uk, they specialize in providing expert financial advice to their clients.

The company offers a range of services, including financial planning. They also provide online appointments, on-site services, and have wheelchair-accessible facilities such as a car park, entrance, and toilet. It is recommended to make an appointment before visiting.

Beech Tree Financial Advice Ltd has received positive reviews, with an average rating of 5/5 based on 9 reviews on Google My Business. Clients appreciate the professionalism, care, and excellent advice provided by the company.

One satisfied client shared their experience, stating, 'I had met Claire previously and with my impending retirement, I had no hesitation in employing her services again. The advice was excellent, and Beech Tree have set up my retirement plan with care and professionalism. Highly recommended.'

With their commitment to providing top-quality financial advice and exceptional customer service, Beech Tree Financial Advice Ltd is an excellent choice for anyone seeking expert guidance in managing their finances.

Specialties: Financial planner

Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Toilet, Appointment required, Appointments recommended

Opinions: This company has 9 reviews on Google My Business.

Average opinion: 5/5.

👍 Reviews of Beech Tree Financial Advice Ltd

Beech Tree Financial Advice Ltd - Stockport

Derek F.

5/5

I had met Claire previously and with my impending retirement I had no hesitation in employing her services again. The advice was excellent and Beech Tree have set up my retirement plan with care and professionalism. Highly recommended.

steve T.

5/5

I have been a client of Beech Tree and dealing with Claire for the past 3 years. Claire has been helping me put things in place to enable me to take early retirement. During this time Claire has been a pleasure to work with, she has listened to my thoughts, answered numerous questions and produced a pension plan giving me access to a wide range of products to give me the best opportunity going forward.Claire and the team have kept me regularly updated even during all the issues of the last 3 years nothing is to much trouble.I have no hesitation in recommending Claire she is very friendly, positive and professional and has made the whole process for me very easy.

denise H.

5/5

Claire has been my advisor for a few years, I found her to be extremely helpful in setting up my retirement plan. Her professionalism and care for her clients is exemplary. She is always to hand and nothing is too much trouble. I would have no hesitation in recommending Clare and her team to anyone who needs financial advice.

Dave G.

5/5

Met with Claire Lee at the start of 2017 to discuss early retirement plans. A key part was to set up a regular monthly income from my pension funds and to set up long term investments. Quickly identified the professionalism, personal focus and business knowledge Claire has and was therefore totally happy to administer my plans.
Great communication and review skills and again looking at best interest of client/s with support from a great team based at her Stockport Office.
100% recommend for a safe and trusted individual and Team.

DRW W.

5/5

Claire only has the interest of her clients at heart. I trust her completely and have always felt comfortable with her advice. This hasn't always been my experience with other Companies and I wouldn't consider using any other company for investment in the future.

Saul C.

5/5

Having recently used Beech Tree Financial to take out some life cover, I would highly recommend them to others. The support from Eden was excellent and explained to me in terminology which I could understand. She made the process super smooth and was always there to help with any questions I had.

Adam G. M.

5/5

Great Service. Highly recommended.

Mike

5/5