Beech Tree Financial Advice Ltd - Stockport

steve theobald

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.

Derek Ferguson

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.

denise hawkins

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 Gradwell

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 Wilk

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 Campbell

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.

Mike

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