Case Studies & Examples of How We Can Help
Explore case studies on how customers can be helped with extensive knowledge and out of the box thinking
At Beerstone Financial Services, case studies bring to life how different solutions can help our clients. In today's world, there are countless companies offering a similar service and finding the right one for you can be tricky. We aim to help you to discover the ideal solution, our advisors tailor services to each client's unique needs.
We embrace our knowledge and out of the box thinking to pass on advice to our clients.
Case Study
Simon and Helen, a couple in their early thirties, were eagerly anticipating the arrival of their second daughter. They enjoyed a relatively stress-free life until the moment their daughter was born and they received the heartbreaking news that she was deaf. They wanted to share their story and provide guidance to those considering insurance options.
Case Study
Paula led a typical and healthy life. Paula and her husband recognised the importance of financial security and thus acquired life insurance to protect their mortgage and her income, based on the advice from a financial advice specialist. It never crossed their minds that they would ever have to utilise their insurance coverage.
Case Study
Mark releases equity from his home through a lifetime mortgage, ensuring his settlement payment while keeping an emergency fund. This brings optimism for his future and allows him to retire with financial flexibility and peace of mind.
Areas Covered
Helping customers across Devon
At Beerstone, our mortgage advisers have helped and supported thousands of customers for over 25 years. We have helped customers across Devon in areas such as:
Visit our Exeter mortgage advisers for honest & impartial advice
Beerstone Financial Services was established in 1996 by Chris Beer, our Director, who still oversees the company and ensures we maintain the best service.
In total we have over 30 years of experience in financial services working in a range of environments so you can be sure that your situation is in experienced hands.
Speak to our team
Visit our offices: 2 Southernhay West, Exeter, EX1 1JG
Beerstone Financial Services Ltd (542704) is an Appointed Representative of BrokerSync Ltd, which is authorised and regulated by the Financial Conduct Authority (1031981).
There may be a fee for Mortgage Advice. The precise amount will depend upon your circumstances and will be agreed upon following your initial meeting.
Investments, Pensions, Wills, Trusts, PMI and Estate Planning will be referred to our authorised third-party providers. Beerstone Financial Services Ltd and BrokerSync Ltd are not responsible for any advice received from the third-party providers.
Investments, Pensions, Wills, Trusts, PMI and Estate Planning will be referred to our authorised third-party providers. ABC Ltd and BrokerSync Ltd are not responsible for any advice received from the third-party providers.
YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.
Conveyancing, Wills, and some forms of Buy-to-let Mortgages and Commercial Mortgages are not regulated by the Financial Conduct Authority.
Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or other debt secured against it.'