Beechwood Financial Management Ltd.

Who we are

We are a firm of independent financial advisers based in Felixstowe, Suffolk offering a range of services backed by knowledge, expertise and experience. As most meetings are now done online using Zoom or Teams, your/our physical location is now less of an issue and we advise clients all across the UK.

Beechwood Financial Management was formed in 2009 by Roger Warner. He was joined by Geoff White in September 2012, who then took over running the firm in 2013 when Roger retired. The firm became a limited company and was directly authorised by the FCA in September 2015. Geoff is now growing the business and driving it forward. He is also continuing his education and qualification journey and is working towards achieving “Chartered” status.

Why Choose Beechwood

Geoff has almost 30 years’ experience in UK banking and financial services, so no matter how simple or complicated your current financial arrangements are, he will almost certainly have seen it before.

However, no two people are the same, so every client receives a solution individually tailored to their circumstances and needs.

Our advice is not free of course, as just like you, we have to cover our overheads and earn a living. However, with our unique blend of expertise, knowledge and experience, we believe that we are able to offer clients high quality advice that represents good value for money and results in positive outcome for you, our clients.

What we do

Whether you are a complete financial novice or a seasoned veteran, there will always be something else that you could do to improve your current financial planning strategy. In a nutshell, that’s what we do.

We believe that we offer a personal, professional service whilst remaining friendly and approachable.

We will sit down with you and discuss your current personal and financial circumstances, plans for the future, goals and objectives.

We will then outline how your financial plan might work, including possible solutions. If you are happy with this, we will send you a copy of our Client Agreement to sign and return to us, to officially engage us as your advisers and authorise us to work on your behalf. We will then move into the advice process.

How we are paid

Like any other professional adviser you have, we charge for our expertise, knowledge and advice.

We work for you on a pre-agreed basis, depending on the type and complexity of the work being undertaken.

Full details will be provided as part of our initial discussion. This initial meeting is conducted at our expense (i.e. at no cost to you) and typically lasts up to one hour.

Your Protection

All data and information about our clients is handled in accordance with the Data Protection Act 1998 and the Data Protection Act (GDPR) 2018, kept secure (both paper files and electronic data) and is regularly backed up.

All regulated financial advisers in the UK have to be authorised by the Financial Conduct Authority and need to comply with the regulation they set.

We also contribute to the Financial Services Compensation Scheme (FSCS), which is there to protect you as a member of the public.

If you are not happy with advice that you have received from us and wish to register a complaint, please contact us via the Contact Page on this website, by telephone (0118 328 2820) or by e-mail to gwhite@beechwoodfm.co.uk. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request.

If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4 567.

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Office

Aston House, 57 Woodlands Avenue, Trimley St. Mary
Felixstowe, Suffolk IP11 0AB UK

Monday to Friday 9:00 to 18:00

Website

0118 328 2820 (Office)

Kingsfleet Wealth

Our philosophy

Our name, “Kingsfleet”, not only refers to Colin’s primary school, it’s also the name of a tributary of the River Deben where Edward III fitted out his fleet for his expedition to Flanders in 1338.

Our journey, or expedition, begins as we get to know you, building a long-term relationship to help you achieve your financial goals.

Why long-term? During your life you’ll experience various twists and turns that could impact your plans, so we have to be ready to reassess and change direction to make sure your plans stay on track.

Independent financial advice

Choosing the right people to help you organise your financial affairs is one of the most important things you will do when it comes to financial planning.

We are independent, which means we can provide advice on the full range of investment products and providers without any bias.

By making a fair and comprehensive analysis of all relevant products and solutions we will find the right combination that is appropriate for your circumstances and needs.

Our approach

We’ll take the time to get to know you, your circumstances, your current arrangements and the goals you want to achieve. Then we will apply a structured approach to make sure you receive the highest quality of advice and care:

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Ipswich Office

Claydon Court, Old Ipswich Road, Claydon,
Ipswich, Suffolk IP6 0AE United Kingdom

Website

01473 744724

True Potential Wealth Management Ltd

As a Financial Adviser with True Potential Wealth Management, part of the successful True Potential Group, I am committed to delivering better value, choice and results for my clients.

With over 17 years experience helping individuals and families reach their financial goals, I offer a wealth of knowledge and expertise.

I provide advice on Savings and Investments, Retirement Planning, Protection, Trust and Estate Planning, and Business and Succession Planning.

I take the time to get to know my clients and find out what’s important to them. With this knowledge, I can produce a financial plan focused on a client’s goals, taking into account their personal situation. In addition, through the use of True Potential’s award-winning technology, I can deliver straightforward and transparent advice in a simple and convenient way.

My clients are empowered to take control of their futures and have access to monitor their finances 24/7 online and via tablet or smartphone. As a result, they have the potential to reach their financial goals faster.

I make no compromise. I am beyond wealth management.

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Offices

21 Orwell Road
Felixsowe, Suffolk IP11 7EP United Kingdom

Website

01394 617195