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Professional Financial Advice, here in Guildford, Surrey
Peter and Luke have over 60 years combined experience in financial services. As well as both being qualified to help clients achieve their personal and financial goals, Peter also has the advanced pension qualification.
Peter and Luke have the necessary qualifications and experience for advising on pension switches, Long Term Care funding and Inheritance Tax Planning, allowing them to provide holistic planning.
Email us at peter@bealesfs.co.uk or give us a call on Peter: 07824314254 / Luke: 07717853337
Let us take care of your future
Inheritance Tax and Estate Planning is all about making sure your wishes are followed, and minimising the amount of taxes due on your estate after you die.
We can help you with Inheritance tax and Estate Planning, managing your wealth and passing on your assets to your dependents. By careful planning we have helped many of our clients save thousands of pounds in Inheritance Tax that can be passed to their loved ones.
Having worked hard to build up your estate, it is vital that you have an effective planning strategy in place, that way you can pass on your wealth to the people you care about and minimise the amount of tax paid, giving you peace of mind.
“If you don't love what you do, you won't do it with much conviction or passion”
Mia Hamm
Led by Peter Beale, Beale's Financial Services offers tailored, personable Wealth Management to individuals and families based in the UK
We pride ourselves on our ability to help our clients achieve their financial goals and objectives through the application of our knowledge and passion
Knowledge - with over 40 years of experience in financial services we have learned and developed a unique planning approach, designed to maximise our clients Wealth.
Passion - we truly believe that success is achieved through helping others. Our approach is centered around our clients, ensuring we understand their individual needs so that we can successfully guide them through their financial journeys.