Beach started in Stourbridge in 1988 as a commercial insurance brokerage. Rob Dalziel (Managing Director/Senior Financial Adviser) joined in 1993 to offer financial advice and subsequently became a shareholder. In 2009, the business split. Rob took over the financial advice, moving to Shrewsbury and our current premises in 2016. Beach now has two advisers, a trainee adviser, a client liaison and office manager and four administrators. Rob, along with Jo, Max and Nick, are looking to keep Beach reaching to new heights in the Financial Services sector as a strong management team. With the help of the amazing administration staff behind an experienced and youthful management are striving to keep Beach as a dynasty under Rob’s name for years to come.
At Beach we thrive on working with all of our staff to the best of our abilities to get the best out of each other. We believe that a healthy environment between all our members of staff gives a good work ethic for our staff to ensure the efficiency for our clients and their investments.
We provide our own investment portfolios, primarily using active funds. We at Beach pride ourselves on our customer service and our client interaction to ensure that we understand the needs and wants of each individual client need and tailor them to their financial future plans.