Beardmore & Company Ltd, Llandudno

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updated on 03/09/2020

Opening Times

Hours may differ
SaturdaySaClosed
SundaySuClosed
MondayMo
09:00 – 17:00
TuesdayTu
09:00 – 17:00
WednesdayWe
09:00 – 17:00
ThursdayTh
09:00 – 17:00
FridayFr
09:00 – 17:00
Closed.
Opens in  2 days 5 h 8 min.
2 days 5 h 8 min

Description

Beardmore & Co have been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII). This is the industry's gold standard for firms of financial planners. Only the UK's premier financial planning firms qualify for Chartered status.
Most importantly, we keep things under regular review. All of our advisory clients receive at least a written annual review report, supported by a meeting with their Financial Planner.
This is your opportunity to monitor progress, update your plans and keep your policies under control.


Company description
Independent We are independent-minded and clear thinking. Our approach for each client is genuinely bespoke, considering the broadest possible range of financial planning options to meet their needs and to adapt to different market environments. Complimentary Initial Meeting The initial meeting is at our cost and without obligation. The initial meeting is an information gathering exercise, both for you and for us. We’ll explain more about whom we are, discuss what it is you are looking to achieve and give you some general ideas about how we think we can help you. We’ll also explain clearly how we charge for our services.
Fees We work on a transparent fee basis. All our fees will be confirmed in writing and agreed with you in advance of any work being carried out or any planning, advice and recommendations taking place. Experience Beardmore & Co has been established for over 15 years. Prior to establishing Beardmore & Co Stephen Beardmore (director) has worked at one of the UK's largest insurance companies and a leading UK retail bank. Location The office is based in Llandudno town centre.
Many of our clients combine a meeting with us with a trip to the outstanding range of shopping and sightseeing opportunities of Llandudno. Testimonials Don’t take our word for it. Read what our clients say. Our main aims are to provide a personal and professional service to our clients #to surpass client expectations to provide reports and advise using langauge you will understand to invest in and utilise the potential provided by the latest technology for gathering information and for communicating where appropriate to earn the trust and respect of our clients through our expert knowledge and up-to-date awareness of industry developments.
Keywords:
Financial Advisors, Financial Consultants, Financial Planning Agency, Investment Planning Services
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