Welcome to my company: Beechwood Financial Consultants.

Not all financial advisers are alike, so I'd like to explain what makes Beechwood a little different.

I offer an integrated service based on a broad knowledge of related services. I have real experience of life and business. Initially I qualified with a degree in law from Kings College, London in 1994. From there I worked for the Home Office, then Panasonic at their European Headquarters as their treasury and Headquarters accountant. After qualifying with the Chartered Institute of Management Accountants (CMIA) I began lecturing in Business Law, Corporate Governance and Risk Management. I still lecture on a freelance basis all over the country. It keeps me up to date and on my toes. I believe that financial services are not an isolated stand alone profession. It should be relevant and taken in context with the issues of today. I work very closely with lawyers and accountants to deliver this seamless service.

I am honest and open about the way we charge for the work we do. I know that you appreciate we are running a business and not a charity, so all commission is disclosed and I am prepared to work out the most cost effective way of advising you given your circumstances and the amounts you may wish to invest. This, we believe is the only way any financial adviser can be truly independent and cost effective. I am also totally independent. This means that I am appointed by you to be your adviser. I have no particular products to promote and my work is for your benefit alone.

I genuinely like helping people. When I’m not working, I volunteer as a School Governor at the Elizabethan High School, Retford.

I work hard, and realise the importance of taking time to ensure a clear understanding of your requirements and explaining why my strategies are important for achieving your goals.

Give me a call and let’s meet up. I am happy to bear the cost of the initial meeting where we can get to know each other a little better. My offices in Retford offer a private meeting room where we can discuss your circumstances. Alternatively, I can travel to your home or office and I can offer a limited number of evening appointments.

To work towards your best interests I need to know a lot of details about your life. My clients trust me with details of their lives and finances.  I reward that trust by giving the best service possible and putting them in the best position possible.