We're careful with our time, our health and our careers - why not also with our finances? 

Far from being a luxury reserved for high-end corporate clients, financial advice is more accessible than you might think. 

One local business in Heaton Chapel is combining warmth and approachability with formidable acumen, to make tackling those knotty financial issues a breeze.

Meet Beech Tree Financial Advice Ltd, based at 334 Wellington Road North. 

This close-knit business has been open for around five years, and in that short time has kept and developed a loyal customer base with a broad age demographic.  

Certainly, as Chartered Financial Planner Claire Lee explains, having a personal connection with the customer is paramount to how the business works. 

"We're a small, close-knit team - so each customer will get to know who's helping them", she said. "The calls and meetings are chatty - we don't just talk about finance."

There's a personal touch here, then, which gives added comfort and relaxation for customers.

Find out more about Beech Tree's services on their website here.

Beech Tree Financial Advice Ltd is based in a charming Victorian building in Heaton Chapel, at 334 Wellington Road North (Image - Nub News)

And on top of that, there's a huge range of services on offer - financial planning, pensions, savings, taxation, business protection, and much more. 

Best of all, you can get a taster of your options with a free preliminary consultation. 

Indeed, flexibility is paramount at Beech Tree - as Financial Planner Eden Campbell explains, customers are not trapped. 

"We have flexible fees so you don't end up being stuck in plans", she said. "We do have regular meetings and we find those are popular with some people, but others just want more of a 'drop-in' kind of thing."

"We're a small, close-knit team - so each customer will get to know who's helping them"

In any case, the initial session is always worth a try.

"The first session is free", Eden explains. "People can ask lots of questions, and we'll find out their objectives and needs. 

"You might not need something right away, but we can assess what you've got. If you don't try, you don't know."

Find out more about booking a session here.

Chartered Financial Planner and Beech Tree director Claire Lee (left) and Financial Planner Eden Campbell (Images supplied)

Such flexibility and range of service has made Beech Tree a popular choice for younger customers. 

It's the age where you're most likely to need financial planning, and yet comparatively few in the 20s and 30s age brackets make use of it. 

As Eden explains: "Whether it's savings, building for a house deposit, or something else - we can help find out what's suitable and what isn't."

Claire adds: "It's a bit of a myth that we're just for high-end corporate clients. 

"It's something everyone at some point needs."

Find out about Beech Tree's range of services here.

The world of finance can be daunting, so it's handy that there's a friendly team on-side at Beech Tree (Image - Nub News)

The same applies for older customers. 

"We get lots of people close to retirement", Eden says. "It's useful if you'd like to know when to retire, or if you don't really know where to turn."

Whatever you're after financially, if you're local to Stockport, Manchester or Cheshire, then you can find five friendly faces at Beech Tree who are genuinely eager to help. 

And don't just take our word for it - there's a plethora of testimonials recommending Claire, Eden and the rest of the Beech Tree team.

As well as boasting a flawless five-star rating on Google reviews, the team is strongly regulated and can deploy decades of experience between them. 

You can find Beech Tree Financial Advice Ltd at 334 Wellington Road North, SK4 5DA.

You can also get in touch on 0161 282 4521. 

Or, visit their website at https://beechtreefinancial.co.uk/.

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Beech Tree Financial Advice Ltd is a sponsor of Nub News. Support from local businesses such as them helps us keep our local news free and easy-to-read. If you own a local business and would like to sponsor us, get in touch at [email protected].

Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited March 2025.