With over twenty 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.
We are a member of The On-Line Partnership Limited, a national network of over 500 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.
Managing Director, Steve Hennessy FPFS, is a Chartered Financial Planner and a Resolution Accredited Financial Specialist, demonstrating the highest level of ethics and expertise in his field.
It all starts with you.
Over an initial consultation, without cost or obligation, we will prioritize understanding what matters most to you.
We will explain our service in detail, and provide you with a transparent fee breakdown to consider in your own time.
We are then both well placed to mutually agree to any next steps.
Our long-term clients tell us they value our personal and responsive approach.
We do not work with everybody that contacts us. To run a modern, profitable, financial planning business we seek to engage with you only where it is clear that:
1. Our service will add value that you can measure
2. Working with each other will be enjoyable and inspiring
This approach ensures we can dedicate quality time to the people we look after.
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.
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.
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.
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
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