Beeswax Wealth Management
Beeswax Wealth Management
More

About Us

Expert, Independent Financial Advice

With over twenty five years experience advising individuals and families across the UK, we launched Beeswax Wealth Management Limited to help our clients achieve long-term financial security and peace of mind.


Managing Director, Steve Hennessy FPFS, is a Chartered Financial Planner and a Resolution Accredited Financial Specialist, committed to the highest level of ethics and expertise in his field.  

A Transparent Approach

It all starts with you.  


Over an initial consultation, without cost or obligation to you, we will listen to you carefully, and understand what matters most to you.  


We will explain our relevant services in detail, and provide you with a transparent fee breakdown to consider in your own time.


The world of finances is peppered with jargon and complexity, but we will always use plain English.  We are committed to providing you with the clarity you need to make confident informed decisions. 

Why Us?

Our long-term clients tell us they value our personal and responsive approach.  


We only engage with clients where it is clear that:


1. Our service will add measurable value to their circumstances


2. Working together will be enjoyable and inspiring 


This approach ensures we can dedicate quality time to the people we look after.


We are a member of The On-Line Partnership Limited, a national network of over 500 financial advisers, enabling us to combine the resources and economies of scale of a modern, professional advice business, with the dedicated service and personal touch of a boutique financial planning firm. 

Our CORE VALUES

Do The Right Thing

Do The Right Thing

Do The Right Thing

First and foremost we are fiduciaries for our clients.    


We hold ourselves to the highest ethical standards, and do the right thing for the people we work for in all circumstances.  


It's common sense, and at the heart of our processes and our approach.


Keep It Simple

Do The Right Thing

Do The Right Thing

Simple is not always easy.


In a world full of information and complexity, having a clear financial plan that you can understand and discuss in plain English is worth a lot.  


In fact, we believe it's key to our clients' financial peace of mind.

Optimism

Do The Right Thing

Optimism

We know that change can be challenging, but taking control of your money - and keeping it in line with your values and goals - is truly empowering.


Having a robust plan will keep you confident in the tough times as well as the good.

Contact Us

Beeswax Wealth Management Limited

Registered Office: 13 Barnfield Way, Newhall, Essex, CM17 9TN


Telephone: 0208 720 7237


Email: hello@beeswaxwealth.co.uk


Beeswax Wealth Management Limited is an appointed representative of The On-Line Partnership Limited which is authorised and regulated by the Financial Conduct Authority.


Registered in England and Wales. Companies House No.: 09033388


THIS WEBSITE IS AIMED AT UK RESIDENTS ONLY

Copyright © 2022 Beeswax Wealth Management Limited - All Rights Reserved


  • Privacy Policy
  • Terms of Use
  • Complaints Brochure
  • Cookies Page

This website uses cookies.

 

We use necessary cookies to make our site work. We'd also like to set optional analytics cookies to help us improve it. We won't set optional cookies unless you enable them. Using this tool will set a cookie on your device to remember your preferences.


Necessary cookies

Necessary cookies enable core functionality such as security, network management, and accessibility. You may disable these by changing your browser settings, but this may affect how the website functions.


Analytics cookies

We'd like to set Google Analytics cookies to help us to improve our website by collecting and reporting information on how you use it. For more information on how these cookies work please see our 'Cookies page'. The cookies collect information in an anonymous form

DeclineAccept