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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

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.

05/10/2026

If your income stopped tomorrow, how long could you keep life running smoothly? 1 month? 6 months Longer?

Income Protection is like a safety net for your salary- keeping the lights on, fridge full, and life moving if you're too ill or injured to work.

Your income protects your lifestyle, so PROTECT IT!

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

Approver Quilter Financial Services Limited & Quilter Financial Limited September 2026

30/09/2026

Many people in the UK have pensions from several jobs - and ~53% of savers don't even realise they have multiple small pots that could be draining returns in fees.

When you switch or consolidate pensions, you can:
• Reduce fees you're paying each year
• Make your pension easier to manage
• Align your investments with your goals

Imagine Jane, 45 - 3 small pension pots, totalling £58k. After switching to one carefully chosen provider, she:
> Saved £300 in annual fees
> Got better investment choices
> Feels confident her pension is working harder

Want help checking whether a switch makes sense for YOUR future?

Give us a call and we'll take a look.
Call: 0161 282 4521
Email: adminebeechtreefinancial.co.uk
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.

The example used is fictional and for illustrative purposes only.

Approver Quilter Financial Services Limited & Quilter Financial Limited September 2026

27/09/2026

What can retirement planning do for me? keep reading...
• Financial Security: Planning for retirement ensures you have sufficient funds to maintain your lifestyle and cover expenses
when you're no longer working.

• Lifestyle Flexibility: Planning for retirement early provides you with the flexibility to explore career changes, pursue personal goals, and enjoy life without the constraints of financial worries later on.

• Independence: Proper retirement planning empowers you to maintain independence and pursue your passions without financial stress in your later years.

• Financial Security: Planning for retirement ensures you have sufficient funds to maintain your lifestyle and cover expenses when you're no longer working.

• Lifestyle Flexibility: Planning for retirement early provides you with the flexibility to explore career changes, pursue
personal goals, and enjoy life without the constraints of financial worries later on.

• Independence: Proper retirement planning empowers you to maintain independence and pursue your passions without
financial stress in your later years.

Contact us to learn more.
Call: 0161 282 4521
Email: adminebeechtreefinancial.co.uk
Website: www.beechtreefinancial.co.uk

Approver Quilter Financial Services Limited & Quilter Financial Limited September 2026

23/09/2026

Leaving money sitting in cash savings can mean its value slowly erodes over time due to inflation. Investing is one way people aim to grow their money over the long term, but understanding risk and tax allowances is key before starting.

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 March 2026

21/09/2026

Time is precious, especially when it comes to your health.

Private medical insurance helps you avoid lengthy waits for medical tests and consultations, ensuring timely diagnosis and treatment.

Don't let time be an obstacle to your health!

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

Approver Quilter Financial Services Limited & Quilter Financial Limited August 2026

17/09/2026

When it comes to Children's Cover Policies, it's not about being overly sentimental- it's about preparing for the unexpected.

These policies provide a practical safety net, helping cover costs like education and everyday expenses if life takes an unforeseen turn.

As an adviser, I've seen how a solid Children's Cover Plan can make a real difference, ensuring that even when things go sideways, your child's future remains secure.

Let's have a real conversation about securing what matters most.

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

Approver Quilter Financial Services Limited & Quilter Financial Limited August 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

Website

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

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