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.
What clients say
I spoke with Matt for advice on the best pension options available to me. He was so professional and understanding and he relayed the information to me in a manner that I understood. I’d recommend Matt and Beesure to anyone seeking financial advice.
It was so simple to set up my life insurance with Beesure. It didn’t take long on the site, and I had a call in a few hours to finalise things. The quote was really competitive too.
I’ve recently started a new business and took out a secured loan to help with my start-up costs. Taking out personal guarantee insurance through Beesure has given me peace of mind, should the business struggle.
Considering I’ve been using Beesure for my business insurance, I knew it was a no-brainer to insure my property with the same company. I’ve even switched my corporate vehicles over and I now have one renewal date for everything.
Excellent service when reviewing my pension arrangements and always available to help… and I had a lot of questions! I’d recommend Beesure to everyone.
Thank you, Beesure. I’ve been so worried since the Covid-19 outbreak, but putting my life insurance in place and restructuring my cashflow plan has taken away unnecessary stress.
Matt has helped find the best cover for me at such a great price per month. A massive weight off my shoulders.
Luis was quick to find an alternative policy for my business to cover my employees and public liability. I was able to save money as well as increase the level of protection.
Beesure arranged my ISA and General Investment Account, and I cannot speak highly enough of them. Superb.
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 12.50% of clients mostly satisfied
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.
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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.