How we take care of your finances

Beale's Financial Services is not tied to any product range, we offer independent financial advice to individuals and families, specifically designed around their individual circumstances.

For this, you will need to put aside some time to talk to us - the initial meeting is at no cost to you, this is covered by us. There is no obligation on either party to proceed to the next level. This meeting will give us both the opportunity to see if we can work together to build a plan that will help you achieve your financial goals.



Financial Planning process

1. Getting to know you

Determine your goals for your financial future and how we can help you achieve them.

2. Information Gathering

Confirm your current situation by completing a Fact Find as well as an Investment Risk Questionnaire.

3. Research and Analysis

Assess and identify any gap in achieving your desired objectives - create an action plan.

4. Presenting your Financial Plan

Discuss and explain our recommendations in line with your Financial Objectives.

5. Implementing your Plan

Complete all necessary documentation.

6. Ongoing Review

To adapt the financial plan if your circumstances change and regular monitoring to ensure your plan continues to meet your financial objectives.

You might like to look at our Life Stages guide, which could be helpful when considering various commitments and events during the phases of your life.