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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 5pm

Beech Tree Financial Advice Ltd

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Beech Tree Financial Advice Ltd

Beech Tree Financial Advice offer advice on Retirement & Financial Planning, Savings & Investments. Approver Quilter Financial Services Ltd 21/01/2026

02/11/2026

Common pitfalls we see:

• No clear beneficiary nominations
• Pension not aligned with estate goals
• Overlooking inheritance tax planning

Real-world tip: A properly aligned pension death nomination can save heirs
unnecessary tax and legal wrangles - especially with upcoming changes around pensions and IHT.

Want one quick estate health check?

Call: 0161 282 4521
Email: [email protected]
Website: www.beechtreefinancial.co.uk

The Financial Conduct Authority does not regulate Inheritance Tax Planning and Estate Planning.

Approver Quilter Financial Services Limited & Quilter Financial Limited October 2026

29/10/2026

Many people have more than one pension and no real idea how they're performing.

> Old workplace schemes. > Previous employers.
> Different providers.

All ticking along quietly in the background.

Switching or consolidating pensions can sometimes mean:
• Easier management
• Clearer understanding of charges
• Making sure your money is working as hard as it should

It's not about chasing trends - it's about making sure your pension still suits you.

Call: 0161 282 4521
Email: [email protected]
Website: www.beechtreefinancial.co.uk

The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.

Approver Quilter Financial Services Limited & Quilter Financial Limited October 2026

27/10/2026

When life takes an unexpected turn, a Critical Illness Policy can be the difference between managing a setback and facing financial chaos.

A serious diagnosis isn't just a health crisis-it can derail your plans and burden you with costs you never imagined.

A Critical Illness Policy provides a lump sum when you need it most, helping you cover bills, maintain your lifestyle, or simply catch your breath during a challenging time
It's not about being pessimistic; it's about having a safety net so you can focus on recovery without the added stress of financial worry.

Let's be real-no one plans for the worst, but being prepared can make all the difference.

If you're ready to protect your future, let's have a chat about how this policy might work for you.

Call: 0161 282 4521
Email: [email protected]
Website: www.beechtreefinancial.co.uk

Approver Quilter Financial Services Limited & Quilter Financial Limited October 2026

22/10/2026

What if you became seriously ill… but survived?

Call: 0161 282 4521
Email: [email protected]
Website: www.beechtreefinancial.co.uk

Approver Quilter Financial Services Limited & Quilter Financial Limited September 2026

21/10/2026

Behind every strong business is brainpower - and it's usually not written down.

Think of your ops manager, lead engineer, or partner - if they were suddenly unable to work, would the business take a hit?

Business protection ensures:
> You can access emergency funds if key staff fall seriously ill
> Shareholders or partners can buy out shares in the event of death
> Continuity is possible - without panic or poor decisions

Because while offices can be rebuilt, people can't be replaced overnight.

Let's make sure your business survives its worst day.

Call: 0161 282 4521
Email: adminabeechtreefinancial.co.uk
Website: www.beechtreefinancial.co.uk

Approver Quilter Financial Services Limited & Quilter Financial Limited September 2026

19/10/2026

We've said it before, investing isn't a sprint - it's a marathon.

Chasing quick wins often leads to burnout, while steady, consistent investing gets you across
the finish line.

It's patience, not speed, that builds lasting wealth.

Call: 0161 282 4521
Email: adminabeechtreefinancial.co.uk
Website: www.beechtreefinancial.co.uk

The value of investments and the income they produce can fall as well as rise. You may get back
less than you invested.

Approver Quilter Financial Services Limited & Quilter Financial Limited September 2026

15/10/2026

Family Income Benefit often gets overlooked - but it's one of the most
practical ways to protect your loved ones.

Instead of a one-off payout, it provides a regular, tax-free income to your family if you're no longer around.

It replaces your income
- so the mortgage, school fees, and food shop can all still be covered.

It's affordable, straightforward, and designed with real life in mind.

Call: 0161 282 4521
Email: adminabeechtreefinancial.co.uk
Website: www.beechtreefinancial.co.uk

Approver Quilter Financial Services Limited & Quilter Financial Limited
September 2026

13/10/2026

Is your money sitting still?

Investing can be a powerful way to grow your wealth over time, even if you start small.

We'll help you find an investment strategy that fits your goals and comfort level.

Because your money should work for you - not the other way around.

Call: 0161 282 4521
Email: adminebeechtreefinancial.co.uk
Website: www.beechtreefinancial.co.uk

The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.

Approver Quilter Financial Services Limited & Quilter Financial Limited September 2026

08/10/2026

Life's a wild ride, but with life insurance, you can add a little extra peace of mind to the adventure!

Imagine it as your financial safety net, catching you and your loved ones when life throws unexpected twists.

From securing your family's future to making sure your goals stay on track, life insurance
helps you enjoy the journey without the worry.

Ready to make your future as bright as your present?

Contact us today to learn more about life insurance.

Call: 0161 282 4521
Email: adminabeechtreefinancial.co.uk
Website: www.beechtreefinancial.co.uk

Approver Quilter Financial Services Limited & Quilter Financial Limited September 2026

06/10/2026

Beech Tree Get To Know... NEIL!

1. What do you like to do in your spare time?

I enjoy running through Manchester's canals and forests and going out for meals with my Girlfriend.

2. What did you want to be when you were a child?

Paleontologist or Manchester United player.

3. If you could hop on a plane right now, where would you go?

Italy- for the mountains and the pizza.

4. Any guilty pleasures?

The Traitors.

5. What motivates you?

Helping people.

6. If time travel exists, where are you going?

2024 Flagstaff Arizona to relive my semester abroad again.

7. My day doesn't begin until I have…

A cup of coffee.

8. Tell us about the first job you had.

“The Doggy Dude” a dog walking business when I was 11.

9. Who would play you in a film about your life?

Charlie Day.

10. What are you long-term career goals?

To become a Chartered Financial Planner.

Address

Ashbourne House, 334 Wellington Road North
Stockport
SK45DA

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Website

http://www.beechtreefinancial.co.uk/

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