Personal Finance Advisory Services

Beechwood Partners is an independent firm firmly focused on the provision of independent, tailored advice directly relevant to the circumstances of our clients. Unlike many other financial advisors, our work does not culminate in the sale of a financial product (policy, fund, loan, deposit, etc.) and we are not stock pickers, product sellers or tied to any particular financial institution.

Instead our objective is to ensure that our clients’ overall financial position is managed according to their individual financial goals. We believe that this philosophy is essential to ensure we are best placed to advise our clients according to their individual needs.

Our work in this area is regulated by the Institute of Chartered Accountants in Ireland who have authorised Beechwood Partners to carry on investment business under Category IB1.

Our Personal Finance Advisory Services focus generally on five main areas: