Where are meetings held?
To accommodate your needs, we offer a variety of options for our meetings. We’re happy to meet you at a location of your choice, be that at your home or a location nearby. You’re welcome to come to our office for a face-to-face meeting with our advisers in a professional setting. Or, if you prefer, we also offer virtual meetings using secure video conferencing tools, allowing you to meet with us from the comfort of your own home or office. Regardless of where our meeting is held, you can expect the same professionalism, directness, and friendly service from the Beesure team.
Do you have parking?
Yes, and if you arrange a meeting at our Beesure office, we’ll reserve a parking spot for you directly outside.
Do I have to pay for an initial meeting?
Your initial meeting with Beesure is free of charge. We believe you should have the opportunity to get to know us and understand our approach to financial services before deciding if we’re the right fit for your needs. If you decide to proceed with our services, we’ll discuss our fee structure and give you a transparent breakdown of any costs associated with the specific services you require. Please know that we only charge fees when you decide to use our services.
What do I need to bring to an initial meeting?
To make the most of our time together, it would be helpful if you could bring along some key information. Ideally, this would include:
- Information about your current financial holdings and your income and expenditure
- Details of any current pensions
- A list of your investments
- An overview of your assets and liabilities
The more comprehensive the information, the better we can understand your current financial circumstances.
How long should I allow for an initial meeting?
Our initial meetings typically last between 45 minutes and an hour.
Do I have to sign up to your services at an initial meeting?
Not at all. After the initial meeting, your adviser will research the best options for you based on what was discussed. They’ll then arrange a follow-up meeting to discuss their recommendations. It’s your decision whether or not you’d like to proceed.
How can I book an initial meeting?
Booking an initial meeting with Beesure is easy and straightforward. You can reach out to us in one of several ways:
- Call our office on 0333 305 6692 and one of our team members will be happy to assist you in scheduling your meeting
- Send us an email at firstname.lastname@example.org and we’ll get back to you promptly to coordinate a convenient time
- Visit our website and use our online enquiry form, and someone will get back to you to arrange a suitable time and location.
Are you independent?
We are. And this is important because independence means we aren’t restricted to one provider. This enables us to present our clients with a wider range of options while delivering more personalised and unbiased advice. Independence gives a high degree of transparency and flexibility. We can deliver impartial advice tailored to your needs, without the pressure of promoting specific products.
Are you regulated?
We are. Beesure Limited is authorised and regulated by the Financial Conduct Authority no. 832417. When seeking financial services, you should always use a regulated firm.
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Make an enquiry and a member of our friendly team will contact you to discuss.