Financial Consultants
Beyond Financial Limited
Beyond Financial Limited is a financial consulting company based in Solihull, England. They provide a range of financial services to their clients, including investment advice, tax planning, and retirement planning. With their expertise and experience, Beyond Financial Limited helps their clients make informed decisions about their finances and achieve their financial goals.
Introduction to Beyond Financial Limited
Beyond Financial Limited is a financial consulting company founded in Solihull, England. The company was established with the goal of providing personalized financial solutions to clients. The team at Beyond Financial Limited has years of experience in the industry and they pride themselves on their unique approach to financial services. They believe that every customer is different and therefore requires a different approach to their financial needs.Services & products
Beyond Financial Limited offers a range of financial services to their clients. The company provides financial consulting services to help clients achieve their financial goals. They also offer investment advice, pension planning, and retirement planning services. Clients can also benefit from the company's tax planning services, which can help them save money on their taxes.Location
Beyond Financial Limited is located in Shirley, a suburb of Solihull, in the West Midlands of England. Shirley is a vibrant area with a mix of residential and commercial properties. There are a variety of shops and restaurants in the area, as well as several large supermarkets. The Exchange, where Beyond Financial Limited is located, is easily accessible by public transport. The three closest public transport options are Solihull Train Station (3.4 miles), Shirley Train Station (0.4 miles), and Stratford Road Bus Stop (0.2 miles).Benefits
Beyond Financial Limited offers customers a personalized approach to financial services. The team at Beyond Financial Limited takes the time to understand each client's unique financial situation and provides tailored solutions to help them achieve their goals. The company also has a team of experienced financial consultants who are dedicated to providing excellent customer service.Good to know
Customers should be aware that Beyond Financial Limited is a fee-based financial consulting firm. This means that they charge a fee for their services, rather than receiving a commission for products sold. The company is also regulated by the Financial Conduct Authority (FCA), which means that they are held to a high standard of professionalism and ethics.Reviews
Customers have praised Beyond Financial Limited for their knowledgeable and friendly staff. Clients appreciate the personalized approach to financial services and have reported that the team at Beyond Financial Limited goes above and beyond to help them achieve their financial goals. Other customers have commented on the company's transparency and professionalism. Overall, customers have had positive experiences with Beyond Financial Limited and would recommend their services to others.Amenities
-
computer -
wi-fi
-
meeting room
-
coffee maker
-
reception desk
-
parking
-
wheelchair accessible
-
financial advice
-
investment advice
-
tax planning
-
insurance services
FAQ
What types of financial services do you offer?
We offer a wide range of financial services including investment management, retirement planning, tax planning, estate planning, and insurance planning. We can help you develop a comprehensive financial plan that will address all of your needs and goals.What experience do your financial consultants have?
Our financial consultants have extensive experience in the industry and hold various certifications and licenses such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). They are well-equipped to provide you with high-quality financial advice and guidance.How do you charge for your services?
We typically charge a fee based on a percentage of assets under management or a flat fee for financial planning services. The exact fee structure will depend on your specific needs and goals, and we will discuss this with you during our initial consultation.Can you provide references or case studies of your past clients?
Yes, we can provide references and case studies of our past clients upon request. Our clients have seen significant improvements in their financial situations after working with us, and we are proud of the results we have achieved.How will you tailor your services to meet my specific financial goals and needs?
We understand that every client is unique, and we will work closely with you to understand your specific financial goals and needs. We will develop a customized financial plan that is tailored to your individual circumstances and will provide ongoing support and guidance to help you achieve your goals.Reviews
-
Sue Cadalzo
Mr D'Agostino is mistaken. He has reviewed the wrong company and maybe he could remove his review. He refers to a dot com company .However Beyond Financial Ltd is registered in UK and has a dot co.uk website. Beyond Financial Ltd does not deal with non-UK residents nor sell the product he refers to TL:DR Same name Different company."HIS"Beyond company is registered in Marshall Islands this Solihull UK company is as far from the beach as can be.
17-06-2017
