I feel completely supported by Beeswax. Despite working in professional circles for all my working life, one’s own investments are too personal to be able to see the wood for the trees, so this support has been invaluable.
Steve is outstanding - he is effective, goes the extra mile, is pro-active and very easy to deal with.
Roger B
London
Transparency That Builds Confidence
Transparency was one of the primary factors in making me confident about Beeswax from the outset. Steve’s real consideration of life circumstance and his explicit discussion about how this impacts on daily life has compounded this trust.
Steve is very adept at reading the room and adapting the focus of the financial discussion to address my concerns.
If you are looking for a considered, serious person about finances with an engaged and light touch interacting this is the place for you.
Joanne R
London
A Recommendation That Truly Delivered
My divorce solicitor recommended Steve in my divorce proceedings. I have no other experience with wealth management or wealth managers, but that early recommendation has turned out to be a great recommendation.
Having spent the last few years with Steve advising me and looking after my investments, it is clear to me that he has my best interests at heart.
Steve is great, and I would highly recommend him.
Ryan G
Surrey
Financial Guidance That Understands Your Life
Steve takes time to get to know you and what is important in your life. He listens! He then is able to discuss with you at an appropriate level of detail how you can work together to achieve your life’s goals and desires.
He enables you to live your best life without financial stress and worry.
Gail O
Hampshire
Clear Advice From the Start
I explained my situation and was met with professional advice from the start. Everything was explained to me in simple terms, and I immediately felt that all of my queries were answered in a clear and concise manner. I am very grateful for all the help I received.
Anne R
Northamptonshire
Extremely Knowledgeable Financial Advisor
The quality of advice was exceptional, easy to understand and there were no 'hard sells'. As l have returned to Steve with updated positions, he has always provided considered and trustworthy insight, often without charge, and as the years have moved by and his advice has proved spot on, trust has been quickly built and maintained.
Laura T
Cambridgeshire
Your Experience Really Helps
I really appreciate Steve's reassurances about my overall financial position following my divorce settlement. It is still quite a daunting adjustment for me - managing everything independently and getting used to the idea that I can actually spend some of my money rather than constantly worrying about preserving it. I loved Steve's phrase "mis-placed" austerity - I regularly remind myself of that.
