Beech Tree Financial Advice Ltd

Beech Tree Financial Advice Ltd - Stockport Broker | Mortgage118

Team Members

Meet our experienced team of mortgage professionals

Charlotte Harris

Mortgage Adviser

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Daniel Evans

Protection Specialist

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About Beech Tree Financial Advice Ltd

At Beech Tree Financial Advice Ltd, I focus on helping you navigate the complexities of residential mortgages with clarity and precision. Based in Stockport, I am keenly aware of the unique challenges that homebuyers and homeowners face in today’s market. My approach is centred on understanding your individual circumstances and guiding you through the mortgage process with expertise and care. From first-time buyers to those looking to remortgage, I provide insights into the various mortgage products available, ensuring that you are informed at every step. I take the time to explain the intricacies of fixed-rate, variable-rate, and interest-only mortgages, as well as government schemes that may be beneficial for you. My aim is to demystify the process, allowing you to make confident decisions. I believe that effective communication is paramount. I encourage questions and discussions to ensure you feel comfortable and informed. Whether it’s evaluating your financial situation or exploring different mortgage options, I prioritise transparency and thoroughness. Understanding the local market dynamics is crucial. I keep abreast of trends in Stockport and the wider North West region, enabling me to provide relevant advice that reflects current conditions. By understanding local property values and community features, I can better assist you in selecting a mortgage that aligns with your needs and aspirations. The mortgage application process can often feel overwhelming. I guide you through documentation and requirements, streamlining tasks to save you time and reduce stress. My objective is to make the entire experience as straightforward as possible, allowing you to focus on what truly matters: finding your home. In working with me, you will find a commitment to providing a thorough understanding of your options, ensuring you feel empowered throughout the mortgage journey. I am here to support you in making informed decisions that will pave the way for your future.

Specialisations

No specialisations listed.

Languages Spoken

🇬🇧English

Reviews & Ratings

Google

5(9 reviews)

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12 Sept 2025

My husband and I have been with Beech Tree for a number of years, and our adviser Eden has always given us excellent pension advice. She has taken the worry out of planning for the future and guided us with genuine care and understanding. Thanks to Eden, we feel confident about slowing down and enjoying life, knowing our finances are in safe hands.

Derek Ferguson

10 Jul 2023

I had met Claire previously and with my impending retirement I had no hesitation in employing her services again. The advice was excellent and Beech Tree have set up my retirement plan with care and professionalism. Highly recommended.

Dave Gradwell

13 Oct 2022

Met with Claire Lee at the start of 2017 to discuss early retirement plans. A key part was to set up a regular monthly income from my pension funds and to set up long term investments. Quickly identified the professionalism, personal focus and business knowledge Claire has and was therefore totally happy to administer my plans. Great communication and review skills and again looking at best interest of client/s with support from a great team based at her Stockport Office. 100% recommend for a safe and trusted individual and Team.

denise hawkins

21 Sept 2022

Claire has been my advisor for a few years, I found her to be extremely helpful in setting up my retirement plan. Her professionalism and care for her clients is exemplary. She is always to hand and nothing is too much trouble. I would have no hesitation in recommending Clare and her team to anyone who needs financial advice.

steve theobald

21 Sept 2022

I have been a client of Beech Tree and dealing with Claire for the past 3 years. Claire has been helping me put things in place to enable me to take early retirement. During this time Claire has been a pleasure to work with, she has listened to my thoughts, answered numerous questions and produced a pension plan giving me access to a wide range of products to give me the best opportunity going forward.Claire and the team have kept me regularly updated even during all the issues of the last 3 years nothing is to much trouble.I have no hesitation in recommending Claire she is very friendly, positive and professional and has made the whole process for me very easy.