Beechgrove Financial Planning - London

Adam T.

Financial planning can be difficult to navigate on your own. I was fortunate to be referred to Dave at Beechgrove Financial Planning, and he made the entire process clear, straightforward, and stress-free.

From the very first meeting, I felt completely at ease speaking with Dave. He is understanding, approachable, and took the time to carefully listen to my needs and goals. I truly appreciated his supportive approach, which gave me confidence and clarity about my financial future.

I would highly recommend Beechgrove to anyone seeking professional and trustworthy financial advice.

Julia C.

Beechgrove really is a one stop shop, a bespoke advisory service that makes clarity and common sense a core part of the service. No hidden costs or commissions and an adviser in David who knows the tax and financial planning systems very thoroughly indeed. He is a pleasure to work with and brings light into the darkness of the tax system with his great sense of humour, intelligence, patience and professional approach. I can’t recommend him highly enough.

Andrew W.

During my career I worked at Director level in the Wholesale, Logistics, & Retail sector. Given my financial background & training I have had experience in corporate pension schemes and their administration. In 2025, after a careful and rather prolonged evaluation of my current independent financial advisers and investment manager, I decided to switch to Beechgrove Financial planning.
Aside from the professionalism and diligence David has consistently demonstrated; he has those soft skills needed when dealing with long term financial planning for a family with all the inherent uncertainty of life and conflicting goals.

Gemma J.

David is exceptional at what he does. He truly puts his client's needs at the forefront of his business. Aside from being deeply knowledgeable, he is also extremely personable. You can be rest assured you are safe hands.

Jonathan T.

David at Beechgrove Financial Planning are excellent operators. The process is very transparent and they do all the heavy lifting to make it easy for you.

The results from using Beechgrove give peace of mind for my future and I now have a clear plan in place to maximise my returns.

I would not hesitate to recommend Beechgrove to others.

Paolo M.

I can't thank Dave enough for all his help! After a frustrating experience with my previous financial advisor, I was really feeling lost. Dave answered all my questions with patience and clarity, and he came across as incredibly knowledgeable and genuinely willing to help. He took the time to really understand my needs and worked with me to find the best solutions for my situation. I now feel so much more confident about my investments, and I’m excited about what the future holds. If you're looking for someone who truly cares and knows their stuff, Dave is the one. Highly recommend!

Neil E.

We’ve been working with David at Beechgrove Financial Planning for a number of months now, and couldn’t be more satisfied with the experience. David is incredibly knowledgeable, professional, and attentive to our financial needs. He took the time to understand our goals and designed a personalized plan that aligned perfectly with our situation and expectations.

David consistently provides timely responses to any questions or follow ups that we have. He has also removed much of the administrative burden from our shoulders, helping streamline the transition to our chosen investment partners.

We highly recommend his services to anyone looking for reliable, thorough financial planning without the hassle.

Sinead G.

I highly recommend David at Beechgrove Financial Planning. I was anxious and felt ignorant on the entire subject of financial planning. David provided a space for me to feel comfortable asking questions, ensuring I understood the answers and my personal options. He gave me autonomy to choose what was right for me. He cared about my personal circumstances and gave great advice. I feel more confident already and have a desire to become more financially educated as a result of David’s ability to simplify complicated financial subjects. I also highly recommend his blog, it’s not just educational but a pleasure to read. I don’t read blogs but I look forward to this one and often share with friends and family.