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Wealth Management

Helping you to manage your wealth and investments

Like most of the UK population, you probably find the new rules and legislations around pensions a bit bewildering. To help cut through the red tape and make sense of it all, at Beans we work with a truly professional business partner who specialises in pensions and investment. Like the rest of the team here, he is friendly, approachable and likes to keep things simple.

Ray Webb of IFS is that man! He will visit you at home, at your business or in one of Beans’ offices. Ray has many years experience in financial services and has a great reputation for client service and follow up support.

Ray is a real face to face person which we like at Beans. That’s exactly why we chose him to work alongside our clients. Working together, we keep our clients updated on changes and how they might affect a particular business.

The Beans full service package includes full access for our clients to two of our business partners and we think that pensions and investment will be high up on a lot of lists for a no obligation, no fee initial meeting. Even if clients on this package don’t choose this option, they can rest assured that Ray will be there to provide wealth management support to them when they need it most.