Big-picture financial advice that helps you, your family, and generations to come

Get the reassurance and confidence you deserve with independent financial advice. Whether you want to secure your family’s future, protect your business, or buy a home, you’ll find the support you need with our friendly, experienced team.

From us, to you

Relationships are important, in life and in business. So when you need help taking care of the people and things you love, it’s crucial to work with advisers you can trust. Put your faith in us, and you’ll find the lasting success you need.

As a family-owned business, we bring a personal approach to our work as independent financial advisers. We understand that the right financial decisions can shape not just your life, but the lives of generations to come. That’s why we’re in the business of creating relationships that span generations.

Pension Contributions

%

of clients would recommend us to their friends, family or colleagues

%

of clients believe working with us has helped or will help them achieve their financial goals

%

of clients were very satisfied that we understood their needs and goals, with the remaining clients mostly satisfied

Refer a Friend 

Do you have friends, family or colleagues who would benefit from talking to a financial adviser? Beesure can help them achieve their financial goals in the same way we have helped you. As a valued Beesure customer, we would like to present you with the opportunity to receive a referral reward.

The Hive

You’ll find a wealth of information here in our dedicated home for insights and useful resources, regularly updated so you’re always in the loop.

Finance Awards Wales 2024

Beesure Shortlisted for Finance Awards Wales 2024

We’re delighted to share that Beesure has been shortlisted for the “Small Finance Team of the Year” at the Finance Awards Wales 2024. This nomination is a remarkable acknowledgment of our team’s dedication, expertise, and innovative approach.   The Finance Awards...
Pensions Changes 2024

2024 Pension Changes: How New Allowances Affect Your Retirement

The 2024 Pension Changes: How New Allowances Affect Your Retirement, particularly through the abolition of the lifetime allowance and its substitution with new allowances, are significant but will unlikely impact most clients unless they possess significant sums in...

Why choose us?

Picking the right financial adviser isn’t easy, but getting it right matters. Clients love our independent status and our holistic approach, but these are only a couple of the reasons why people across the country choose to work with us.

Read on for more about why we’re different, and to learn about our staff, our core values, and the work we’re doing to support our local community in Wales. You’ll also find all the answers to our most frequently asked questions.

Get in touch

Make an enquiry and a member of our friendly team will contact you to discuss.

Beesure Limited is authorised and regulated by the Financial Conduct Authority no. 832417.
Beesure Limited is a company registered in England and Wales. Company number: 10551333.
Registered office address: Ground Floor, Rowan House, Hazell Drive, Newport, NP10 8FY.

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