Our values

A holistic approach

We take a big-picture look at your money, making sure everything from savings to retirement is on track. We align your financial decisions with your life dreams, spot potential hiccups, and seek ways to make your money work harder. We’re here for the long term, building lasting and beneficial relationships.

Independent 

Independence means we aren’t restricted to one provider. This enables us to present you 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.

Community first

As a local firm, we offer uniquely personalised and accountable services, drawing on our deep understanding of the market. We go beyond the numbers, engaging with our community through charity initiatives, community partnerships and local business networks. Our hands-on approach allows us to understand and meet your unique financial needs, contributing to your prosperity whilst collectively enriching our local community.

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.

talk, money

Three excellent reasons to talk to your adult children about money

According to a report by the Money and Pensions Service, 4 million parents don’t talk openly about money with their children.  Yet evidence suggests that those who do discuss finances tend to make better informed and less risky decisions with their money, feel less...
Christmas markets, south Wales

The top Christmas markets to visit in and around South Wales this festive season

It’s officially the most wonderful time of the year. Christmas ads are everywhere, the mulled wine is brewing, and Christmas markets are popping up in town centres across the country. A day out to a local market is the perfect way to get into the festive spirit and...

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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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