About Beach Independent Financial Advisors

Financial Planning helping clients understand their financial situation today, plan for tomorrow, or should the worst happen and annually review.
Beach Insurance Financial Advisors are financial and retirement planners providing detailed personal and corporate financial planning in addition to all types of investment, pension, protection and mortgage advice.All clients new and existing are provided with a report as an appraisal of their financial planning arrangements with reviews carried out on a regular basis.Please call Rob Dalziel to arrange a meeting.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

  • Business:
  • Commercial mortgages
  • Employee benefits
  • Corporate pension
  • Group pensions
  • Group life insurance
  • Group income protection
  • Group risk
  • Group critical illness
  • Group private medical insurance
  • Group protection

  • :
  • Long term care

  • Mortgages:
  • Buy my next home
  • Equity release

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