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loanLoan
Capital at risk
42
Months
12.5%
apr
Director
guaranteed
Capital at risk
Director guaranteed
Amount
£
You make
£
Minimum investment is £100
Total return
£
Monthly repayments
£

Beach UK, trading as Beach Independent Financial Advisors (Beach IFA), specialise in financial planning, helping clients better understand and manage their financial future. Regulated by the FCA and with an emphasis on commitment to existing clients, Beach IFA offer protection, investment, and pension services, among others. They will use the funds raised to facilitate a management buy-in, where the younger team will relieve the current management of control as part of a planned handover process.

Financial advice and client commitment

Beach UK, trading as Beach Independent Financial Advisors (Beach IFA), is an FCA-regulated financial planning business, advising on investments and insurance. We offer bespoke assistance through a range of wealth management services, such as protection, savings and investments, pensions, auto-enrolement, and wills, taking into consideration your needs and objectives. All our advice is impartial and caters to a wide range of clients, whether they're private individuals or business owners.

We've worked hard to build an esteemed reputation in our industry, and we're highly regarded by accountants and solicitors. This is one of the main ways we obtain new clients, through recommendation. Primarily, though, we focus on our commitment to existing clients: we regularly obtain clients who are added via our pension scheme, and then stay on for our financial advice services. We're part of only 5% of pension schemes in the UK to offer this ability to stay oh, and 75% of our annual income comes from these ongoing fees.

Having established a successful business model, we're now thinking ahead. Our long-term plan is to allow the younger management team to buy shares from our current director, Robert, as he eventually eases into retirement. The money raised in this campaign will help facilitate this planned handover process. We anticipate that with this move, our turnover and profit will more than double in the next five years as a result.

X

Business keeps the raised amount even if target is not met.
Loan - product type
Maximum
£ 120k
Raised
£ 120k
Investors
417
Est close date
Funded 5 years ago in 17 days

Where will the funds go?

Management buy-in
£120,000

Key people

Robert Dalziel
Director
Maxwell Dalziel
Director/ Trainee Advisor
Jo Smith
Office Manager
Nick Ling
Advisor

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Business brand

Brierley Hill, UK

"Financial advice and client commitment"

Incorporated
36 years, 7 months

Risk warning

Past performance and forecasts are not reliable indicators of future results. Your capital invested is not covered for compensation in the event of a loss by the FSCS. Tax treatment will depend on the individual circumstances and may be subject to change. Please see our Risk section before making an investment decision.