Robert Beagley

Frimley Green
Independent Financial Adviser

T: 01784 434771
E: robert@pil.uk.com
A: 9 The Hatches, Frimley Green, Surrey, GU16 6HE

Experience: Robert, who is a member of the Personal Finance Society, is a certified financial adviser and is qualified to advise on Investments, Pensions, Mortgages, Protection, General Insurance and Equity Release products. He became an IFA in 1989 following several years as the ‘man from the Pru’ in a managerial role.

You may expect from Robert a personal service with a smile. After all these years, he still enjoys his chosen profession and likes to help people and as a result, has a long-standing and loyal client base. Robert was based in Egham for over 20 years then 15 years in Camberley but has now chosen a more village feel in Frimley Green…with his invaluable sales support, Jessica. Robert’s clients are national, but mainly Egham, Windsor, Virginal Water, Wentworth, Windlesham, Lightwater and Camberley.

Family

Robert has been married to Amanda for over 35 years, they have two daughters… teenager Scarlett and her 14 years older sister Gemma, who has blessed the family with Poppy, their first grandchild. Their son Maximilian is a qualified adviser and joined Roberts practice last year… he is on a separate listing under ‘our advisers’.

Interests

Robert and his family love any water related sports and activities.

Client testimonials

I seek long-term client relationships, built upon mutual trust, enabling us to provide a valuable bespoke service. We want to work in tandem with you and enable you to have the best chance of achieving your goals. These are some words from my existing clients:

“Very efficient & friendly.” Mrs W

“Robert has been a completely knowledgable and trustworthy advisor for me and I feel that my affairs are safe in his hands. Robert had to file a complaint on my behalf at one point and it was resolved in my favor in short order because Robert made the argument so succinctly. After much discussion, Robert told me that he agreed that buying an annuity was the best course of action for my particular circumstances. His instructions to me pertaining to what I needed to do to make everything possible were clear and precise, and he made it easy for me to collect and bring along to our meeting the documents that he needed to check for the application. Communication with Robert and his staff was always easy, and I felt that Robert was available to me to answer any questions whenever I wanted to ask him something. Robert has an amiable manner that I am very comfortable with. I always knew that Robert would work in my best interests. I felt that he genuinely cared about getting me the best possible annuity for my circumstances. I would recommend Robert to any of my friends that are looking for a great financial advisor.” Ms G

“Looked after my late husband’s business for 30 years and continues to look after me.” Mrs J

“Excellent service, advice and support. Fully confident in Mr Beagley and his service. Would strongly recommend.” Mr P

“Am delighted to be able to let you know that Robert’s advice has been outstanding and entirely helpful in what has proved a troublesome application (solicitors!), and I have been very lucky to have him as my adviser.” Ms N