B&E Financial offer tax efficient investment advice to UK based individuals, families, charities, trusts and companies on both existing portfolios and new mandates. Our approach to investing helps you to meet both short and long term needs by establishing a sound financial plan through in-depth investment analysis and research, both of your financial situation and the market.
Our bespoke service ensures we tailor your requirements to your individual needs with regard to risk, personal taxation and personal circumstances and, as a fully independent firm, we are not affiliated to any financial institutions and can therefore always find the most appropriate solution from across the market.
“My fiancée and I moved our portfolio to Gary at B&E Financial following a number of disappointing years with other advisors and firms – they were all more than happy to take the money but offered very little in return. Gary is so much better than this – his attention to detail, and willingness to help his clients is second-to-none. He is a trustworthy and reliable advisor; I would recommend him to anyone.”