Beechgrove Financial Planning -

Richard Baker

My wife and I have been working with David for several years before he joined Beechgrove and he is amazingly knowledgeable in the world of finance, financial planning, he is profesional, competant and has a good understanding of our needs for now and the future. All round a great personality and a nice guy to deal with.

Neil Edwards

We’ve been working with David at Beechgrove Financial Planning for a number of months now, and couldn’t be more satisfied with the experience. David is incredibly knowledgeable, professional, and attentive to our financial needs. He took the time to understand our goals and designed a personalized plan that aligned perfectly with our situation and expectations.

David consistently provides timely responses to any questions or follow ups that we have. He has also removed much of the administrative burden from our shoulders, helping streamline the transition to our chosen investment partners.

We highly recommend his services to anyone looking for reliable, thorough financial planning without the hassle.

David Noble

My wife and I worked with David to do a root and branch review of our financial position and put in place structures that will secure ours and our children's futures. He brought an incredible diligence, wealth of knowledge and positive pragmatism to the process. He took a lot of time to explain concepts that we were not familiar with and made it a really positive experience.

We can't recommend him highly enough!

Stuart Paterson

I can very highly recommend Beechgrove Financial Planning. We needed help with financial planning, investment advice and tax planning for our family. David was very caring and understanding, and he listened carefully to our personal needs and goals. After deep analysis, he delivered a comprehensive plan that was very clear, personalised and actionable for us. Extremely happy!

mairi gray

David Henry has been advising us with our finances since the beginning of the year. He has been extremely helpful and has a great depth of knowledge on financial matters.
His responses are always timely and polite. We highly recommend his services.

Stuart Pyke

We were unsure about using a financial advisor but how wrong we were. Brilliant service, very knowledgeable and very sound advice. Always there to help and couldn’t recommend highly enough

Chris Jennings