About Our firm

Beach Financial Services Limited was established to provide individuals and small businesses with a high standard of independent financial advice.

We can advise on and arrange a wide variety of products, including mortgages, protection (such as life insurance, critical illness, income protection), pensions, investments and general insurance. Please click on the tabs to the left of the screen for more information.

As a company, we aim to exceed our clients’ expectations by offering a high quality of service that is second to none. We aim to do this by ensuring that our advisers are fully qualified in the relevant areas of advice and that they are up-to-date on current economic and market situations. We will also ensure that all of our new and existing clients have equal access to financial advice by making provisions and reasonable adjustments, where necessary. In building and maintaining relationships with our clients, we will keep them informed of changes in legislation with regards to their financial planning products as well as keeping in regular contact.

Beach Financial Services Limited works on a fee or commission basis and your initial consultation is FREE. Should a fee be payable this will be discussed with you during your initial consultation.