Beech Tree Financial Advice Ltd

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

If your income stopped tomorrow - how long could you keep things running?Income protection is like insurance for your pa...
15/07/2026

If your income stopped tomorrow - how long could you keep things running?

Income protection is like insurance for your paycheque.

If you can't work due to illness or injury, it helps keep your bills paid, your mortgage covered and your lifestyle steady.

We insure our cars, phones, and holidays... but the one thing that pays for it all? That deserves protection too.

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



Approver Quilter Financial Services Limited & Quilter Financial Limited June 2026.

As parents, we want to give our children the best start in life, but life can be unpredictable.Children's cover helps yo...
13/07/2026

As parents, we want to give our children the best start in life, but life can be unpredictable.

Children's cover helps you prepare for the unexpected, providing financial support if your child falls seriously ill.

It's about having peace of mind, knowing that if the worst happens, you can focus on their recovery-not the bills.

From covering treatment costs to easing the burden of lost income, this cover can help your family
stay strong during tough times.

Reach out today to explore the options for your family's future.

Contact us today to learn more.

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




Approver Quilter Financial Services Limited & Quilter Financial Limited June 2026

When was the last time you reviewed your insurance?Most people take it out, file it away... and forget it. But circumsta...
09/07/2026

When was the last time you reviewed your insurance?

Most people take it out, file it away... and forget it. But circumstances change - and what
protected you then might not protect you now.

We're here to make sure your policy still works for you. It's quick, easy, and could make all the difference when life throws a curveball.

Call us today to schedule your insurance review. Future you will thank you.

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



Approver Quilter Financial Services Limited & Quilter Financial Limited June 2026.

Investing isn't about chasing trends - it's about building long-term wealth that aligns with your goals.Whether you're s...
07/07/2026

Investing isn't about chasing trends - it's about building long-term wealth that aligns with your goals.

Whether you're starting out or building a portfolio, we provide clear, tailored advice with your future in mind.

> ISAS
> Stocks & Funds
> Ethical Investing Options

Ready to take your money to the next level? Let's talk.

Call: 0161 282 4521
Email: [email protected]
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 June 2026

Too many people are relying on outdated pensions or guesswork when it comes to retirement planning.Have you checked:• If...
01/07/2026

Too many people are relying on outdated pensions or guesswork when it comes to retirement planning.

Have you checked:
• If your pension is still aligned with your goals?
• What kind of retirement lifestyle it will realistically support?
• Whether switching or consolidating could improve outcomes?

Alongside this, your investment strategy and protection planning should work hand-in-hand - building your wealth, while guarding it from the unexpected.

You don't have to have all the answers - just a willingness to chat.

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 June 2026.

Lost track of an old workplace pension? You're not alone - it's estimated that in 2024 Brits were missing £31.1 billion ...
29/06/2026

Lost track of an old workplace pension? You're not alone - it's estimated that in 2024 Brits were missing £31.1 billion in unclaimed pension pots.

Consolidating your pensions could help you:

> Reduce admin
> Cut down on unnecessary charges
> See exactly where your future is heading

Take the first step to regaining control of your retirement.

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 June 2026.

Picture this: It's Monday morning, and you're halfway through your first coffee. Suddenly, you realise your key business...
23/06/2026

Picture this: It's Monday morning, and you're halfway through your first coffee. Suddenly, you realise your key business partner is no where to be found. Maybe it's a sudden illness, or they've decided to retire early to herd llamas in Peru.

Either way, you're left scrambling to figure out how to keep the business running smoothly.

Cue the panic.

Now imagine you don't have Key Person Cover or Shareholder Protection in place. Without these safeguards, you could be stuck juggling their workload, facing a financial hit, or worse-losing control of the business entirely.

At Beech Tree Financial Advice Ltd we make sure your business has the financial safety net it needs when life throws a curveball.

Whether it's securing funds to replace a key player or ensuring you can buy back shares when the unexpected happens, we're here to help.

Think of us as the superhero cape your business didn't know it needed.

Ready to protect your business?

Drop us a message or give us a call-because your future self will thank you.

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



Approver Quilter Financial Services Limited & Quilter Financial Limited May 2026

The top 3 thing to consider:> Coverage Options.> Premium Costs.> Exclusions and Limitations.Remember, the suitability of...
17/06/2026

The top 3 thing to consider:

> Coverage Options.
> Premium Costs.
> Exclusions and Limitations.

Remember, the suitability of a private medical insurance plan depends on your individual needs, health conditions, and budget.

It's advisable to thoroughly read policy documents and even better to consult with a professional, if you'd like more information surrounding PM please get on touch.

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



Approver Quilter Financial Services Limited & Quilter Financial Limited May 2026

You insure your car. You insure your phone. But what about your income- the thing that pays for everything?No one expect...
15/06/2026

You insure your car. You insure your phone. But what about your income- the thing that pays for everything?

No one expects to be signed off work for months due to illness or injury, but it happens.

Statutory Sick Pay is just £123.25 per week from 6 April 2026 -could you live on that? Most people couldn't.

Income Protection ensures you get paid if you can't work, so you don't have to rely on savings, credit cards, or luck.

It's not a luxury; it's a lifeline.

We help you find a policy that works for you-without the sales pitch, just straight-up advice.

Let's talk about your options.

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



Approver Quilter Financial Services Limited & Quilter Financial Limited May 2026

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

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