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Simon Beedle

Chartered Financial Planner

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

South East

Covers

Bedfordshire, Cambridgeshire, Hertfordshire

Simon Beedle

Chartered Financial Planner

My everyday work involves taxation, legal’s, investments etc. As my profession and “day job”, I find this quite straightforward and I haven’t seen anything that I can’t help with. The key is to ensure my work is understandable, make your wealth and assets work for you; this is the harder bit but also the most beneficial. We get clients where they want to be with the support of their money.

The bulk of my work falls into 4 interests and expertise’s: 1) Clients at, around or just after retirement – this is linked to income production which is of great interest to me. 2) Estate planning, flow of wealth to generations, long term care, Inheritance tax etc. 3) Trust and Trustees investments and planning. 4) Complicated pensions – large funds, property purchase, family pensions.

I work on a consultative basis where my clients are being educated and informed. The traits I seek in clients, and also offer myself are open, honest, trustworthy, interesting and enjoyable to. I am a Chartered Financial Planner and Fellow of our Institute.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

South East

Covers

Bedfordshire, Cambridgeshire, Hertfordshire

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