Director’s Message: ‘What A Roller Coaster Of A Year’

xmas Director

 

Well what a rollercoaster of a year 2020 turned out to be!

We launched our family run, independent financial advisors and insurance consultancy firm in October 2019, with big aspirations of growing the business we formed professional connections, with accountancy firms, solicitors and will writers amongst others, to ensure our clients receive the best advised service we can offer.

Timeline of 2020

  • October 2019 – Authorised by the FCA & launched our website
  • February 2020 – Opened a new office
  • March 2020 – Global pandemic causing National lockdown
  • July 2020 – Furnished our the new office
  • September 2020 – 3 new IFAs joined our team and we launched a new website
  • October 2020 – 1st Birthday and another local lockdown taking us into 2021

The business has supported over 300 clients with their financial health, which has been needed more so in recent times as the public battle furlough, job loss, business uncertainty and more. With this in mind, now is the best time to manage your cashflow, protect yourself with insurance and invest to secure your financial future.

 

Our New Office:

In February 2020 we signed the lease on our new office in Newport, South Wales and couldn’t have been more excited to get our teeth into the refurb and welcome our 1st client.

Unfortunately, in March 2020 a National lockdown put a stop to all our decorating plans and meant we had to resort to our previous ways of working, remotely.

In July we were allowed back into the office and began furnishing the office and getting ready for the next chapter of Beesure’s journey. It is time to get bums on seats and start filling the office with people rather than just furniture.

 

New Financial Advisers:

In September 2020 had moved back into the office and were so happy to welcome 3 new IFAs to Beesure, they may be new to the business but they have many years of experience under their belts and a wealth of knowledge to support our clients.

Our new team offer independent advice UK wide, which means we are not restricted to one provider. This allows us to select the best solution from the whole of the market; giving you peace of mind knowing that you will be receiving the most suitable advice tailored to your individual needs.

We would like to welcome once again Alex Palmer, Alex O’Neill and Raffaele Castaldo. Find out more about the team here

 

 

Final Words:

Well if we can achieve all of that whilst battling a world wide pandemic, 2021 we know will be a huge success.

Thank you to all our past and present clients for supporting a new business, trusting in our experience and dedication to helping you achieve your financial and insurance needs. It is business as usual for us and we are operating as normal, holding client meetings virtually or over the phone to support you in every way we can. We can’t wait to work with you again in 2021 and hopefully get to invite new clients and industry professionals into our office once it is safe to do so.

Stay safe, Invest yourself, Protect yourself, Bee yourself.

Written by Luis Jackson & Matt Jackson, IFA at Beesure Ltd (Directors)

 

For financial and insurance advice, Beesure are here to support you and your needs. Simply complete the contact form and we will call you back.

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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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