What our clients say

Mr & Mrs. J

“Geoff has been invaluable in helping us to plan our finances more effectively. His attention to detail and honesty has been refreshing as we have not always had good experiences of financial advisers in the past. He has handled our needs in a thoughtful, professional and courteous manner from day 1 and we have had no hesitation in recommending him to our friends and family.”

Mr & Mrs S

“We have been very happy with the advice and service that Geoff has provided to us over the last 6 years. He took time to understand what we wanted and has always worked hard to achieve it for us. We would have no hesitation in recommending him to our friends and family, infact our daughter is now a client of his as well.”

Mrs. S

“Geoff has been my adviser and friend for many years. He helped me greatly after my husband passed away, giving me time and space to think,the information I needed to make important decisions, then sorting everything out for me quickly and efficiently. He even helped me to re-write my will and was much more friendly than going to a solicitor.”

Mr & Mrs I

“Thank you once again; your help is very valuable. Your clear, concise, detailed advice has been invaluable in helping us to come to a decision regarding the way forward with our finances. You have been able to make a complex subject much clearer and easier for us to understand. Thanks for your involvement it is really appreciated.”

Mr & Mrs. B

“We’ve not always had good experiences with financial advisers in the past, but Geoff was a breath of fresh air. He’s very good at the small stuff like calling when he says he will and answering our questions. He’s always been very patient with us and is good at explaining very complicated things in a simply way so that we can understand them. We will continue to use Geoff’s services for as long as we have money that we need looking after.”

Mr. T

“Geoff has been great. He listens, is easy to talk to and knows what he’s doing. His advice has always been spot on. He’s also a really nice chap.”

Want to know more?

Email us at enquiries@beechwoodfm.co.uk