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Wealth Management

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Home » Services » 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.

We work with experienced local business partners who will visit you at home, at your business or in our Beans’ Crewe office. These partners have many years experience in financial services and a great reputation for client service and follow up support.

These providers are real face to face people which we like at Beans. That’s exactly why we chose them 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 these partners will be there to provide wealth management support to them when they need it most.