334 Wellington Rd N, Stockport SK4 5DA, United Kingdom, ,
About Business
Beech Tree Financial Advice Ltd
Review
5.0
(3 Review)
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Jan 23, 2024
I have been a client of Beech Tree and dealing with Claire for the past 3 years. Claire has been helping me put things in place to enable me to take early retirement. During this time Claire has been a pleasure to work with, she has …
Jan 23, 2024
Met with Claire Lee at the start of 2017 to discuss early retirement plans. A key part was to set up a regular monthly income from my pension funds and to set up long term investments. Quickly identified the professionalism, personal focus …
Jan 23, 2024
I had met Claire previously and with my impending retirement I had no hesitation in employing her services again. The advice was excellent and Beech Tree have set up my retirement plan with care and professionalism. Highly recommended.
I have been a client of Beech Tree and dealing with Claire for the past 3 years. Claire has been helping me put things in place to enable me to take early retirement. During this time Claire has been a pleasure to work with, she has …
Met with Claire Lee at the start of 2017 to discuss early retirement plans. A key part was to set up a regular monthly income from my pension funds and to set up long term investments. Quickly identified the professionalism, personal focus …
I had met Claire previously and with my impending retirement I had no hesitation in employing her services again. The advice was excellent and Beech Tree have set up my retirement plan with care and professionalism. Highly recommended.