Beechwood Financial Services - Welwyn Garden City

Beechwood Financial Services is a highly regarded financial planning company located at Gate House, Fretherne Rd, Welwyn Garden City AL8 6NS, United Kingdom. The company is easily accessible by phone at 1707336539 and through their website beechwoodfs.co.uk. This organization specializes in financial planning and has numerous other points of interest relevant to their clients, such as a wheelchair-accessible car park, wheelchair-accessible entrance, wheelchair-accessible toilet, and appointment recommendations.

Specialties

The primary specialty of Beechwood Financial Services is their expertise in financial planning. They provide clients with personalized advice and assistance, helping them make informed decisions about their financial futures.

Points of Interest

• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible toilet
• Toilet
• Appointments recommended

Opinions

The company has an impressive 12 reviews on Google My Business, with an average rating of 5/5. Customers praise Beechwood Financial Services for their professionalism, attention to detail, and excellent outcomes. One customer shares: "I have found Beechwood Financial Services to be excellent and reliable advisors for me as my circumstances changed considerably. Stephen Sale and his team listened, took on board my requirements, absorbing the complications, gave clear and rational advice.and when I ok'd it, implemented the plan. I feel very confident that all my intentions were met. Also, I must add that the company's internet security processes are seriously confidence-building"

Summary

Beechwood Financial Services is an esteemed financial planning organization with a solid reputation for providing exceptional service and support to their clients. Located in Welwyn Garden City, United Kingdom, the company offers a range of facilities and services to cater to their clients' needs.

👍 Reviews of Beechwood Financial Services

Nicolas S.

5/5

I have found Beechwood Financial Services to be excellent and reliable advisors for me as my circumstances changed considerably. Stephen Sale and his team listened, took on board my requirements, absorbing the complications, gave clear and rational advice...and when I ok'd it, implemented the plan. I feel very confident that all my intentions were met. Also, I must add that the company's internet security processes are seriously confidence-building!

Holly B.

5/5

Vig was so helpful and friendly. I was really grateful for his advice and he really understood my situation and was very kind and supportive. Will definitely use these services again in the future if I need to.

Xanthe C.

5/5

I submitted an enquiry to Beechwood Financial Services having found them on the Financial Conduct Authority directory. I was contacted promptly by Vig, we discussed what I wanted to acheive from an appointment about pensions. I provided some information before the meeting so that Vig could prepare some options for me. The office is in the same building as the Travel Lodge hotel, a little confusing at first but I was guided to the right place by Beechwood staff. My meeting was with Vig and Phil, Vig had consolidated and summarised all of the "bits" of information I had provided to present options available to me. Advice without pressure. I would happily recommend Vig and Phil at Beechwood and will return to them for more financial or pension advice in the future.

Jonathan P.

5/5

I have used Stephen and the Beechwood team for a number of years. They are aways very helpful and prompt in dealing with any queries. Would highly recommend speaking to them for any pension and financial advice.

Jeremy S.

5/5

First class, personalised financial planning from true experts in their field.
Vig always takes time to fully understand our circumstances and provide constructive, non-judgemental advice.
For advice on pensions, investments and retirement planning, I cannot recommend Vig, Michelle and the Beechwood team highly enough.

Jonathan F.

5/5

Vig provided an excellent service.
He is very knowledgeable and was able to provide us with answers to all our questions. He gave us clear advice and also gave us a number of options moving forward.
We would highly recommend him.

Grant P.

5/5

I have had dealings with Vig and he is first class, friendly and knowledgeable , you not treated as a client but as a member of family he is trying to assist I would strongly recommend him

Jess S.

5/5

Beechwood provides excellent service and expertise. The team is very knowledgeable and helpful, highly recommend!