Meet some of our friends and partners
Owner Beaulieu Wills and Estate Planning
Ian has been in Financial Services for over 30 years. His whole mantra when it comes to dealing with client’s is making sure that they fully understand what they’re doing every step of the way. Ian will take time to fully understand exactly what it is you want to do with your Estate on your death, and make sure that the Will that’s drafted accurately reflects your wishes. It won’t be a rushed process, and at the end of it you, your family and those that you love and care for will be fully looked after. Ian also understands the need to regularly review what you put in place. Every 3 years or so he will review what was set up to make sure it’s still fit for purpose. The last thing you want if your circumstances change is for your Last Wishes not to be completely up to date.
If you or your relatives need to put in place Lasting Power of Attorney, Ian will guide you through the process, ensuring the documentation is completed and signed correctly. He will make sure all involved understand the implications of what’s being drawn up so that there aren’t any potential problems in the future.
Although not regulated to give advice on Life Assurance, because of his years of experience Ian can guide you through the uses and benefits of Life Assurance in conjunction with your Estate Planning. If you agree he can introduce you to trusted professional Financial Advisers who can talk you through the types of plan available and if necessary apply for the relevant plans.
Away from Business Ian lives in Mountnessing, with his wife Melanie of nearly 32 years. Golf, Rugby and reading are his passions, as well as enjoying the odd glass of Italian Red!
Ultimately Ian’s aim with Beaulieu Wills and Estate Planning is to provide easy to understand advice and guidance for everyone. Very few people like talking about death, Ian ensures that if the worst does happen, then at least those left behind fully understand exactly what your wishes were.
DON’T WAIT PROTECT YOUR ESTATE
General Insurance Broker
General Insurance Service
I have been operating my business for 7 years, providing clients with comprehensive insurance cover at competitive prices with well-known Insurers.
I have over 30 years’ experience in the finance industry.
Amazing Minds is an absolutely fantastic charity, the work they do for children’s wellbeing is undoubtedly invaluable.
I would like to support amazing minds by donating to them for every insurance policy I sell through their recommendation.
I offer clients the following products, Building & Contents insurance, Unencumbered properties, Properties under renovation, Tenants Insurance, Landlord insurance with optional rent guarantee, legal cover, Portfolios, Commercial building, Public Liability and Professional Indemnity, Fleet cover, High net worth cover, Clients requiring specialist cover due to being in a flood or high-risk area for theft etc.
I offer a free review service of your current policy, to ensure it is adequate and competitive. I do not charge for my service.
I am available throughout the term of your policy for any queries you may have. Once your renewal is due, I repeat the same exercise to ensure the cover is still adequate and the price competitive.
The insurers I work with are 5 stars rated and well known within the industry and policies tailormade for your requirements.
Please call me on 07508 968456 or email me Samantha.email@example.com
Dr Vikki Barnes
Vikki is a Consultant Clinical Psychologist and international speaker, specialising in Positive Psychology and Happiness. She is the founder of Positive Wellbeing, a business that supports the mental health of individuals and organisations, enabling them to flourish.
For over 10 years, Vikki has worked in the NHS and Virgin, in both clinical and strategic roles, offering assessment, therapeutic intervention, consultation and evaluation, and embedding positive psychology into the ethos of organisational structure. She designed and led a national wellbeing programme, training a team of wellbeing ambassadors to ensure long lasting impact, with outstanding results.
Some of Vikki’s overseas work includes mental health aid to hurricane survivors in the British Virgin Islands, in a culture of limited services where they are much needed, particularly following traumatic disaster. She worked with the community as well as with other health professionals in paving the way to improved mental health provision. This included individual therapy, group resilience and healthy mindset workshops, personality and strength awareness training.
Vikki’s particular passions include authenticity, wellbeing of people and wellbeing of the planet and she’s currently writing a book about these topics.
Derek and Shona Tate
Parallel Dreams Coaching
Derek and Shona are the founders of Parallel Dreams Coaching. Derek has spent over 30 years involved teaching and coaching. The sport of Alpine skiing has been both the passion and the career over this time. Shona was born into an outdoor family and after competing in ski racing as a child she followed her parents' footsteps of becoming a ski instructor working in Scotland initially then around Europe and the USA.
"Our coaching team have developed the Parallel Dreams Coaching Method from their many years coaching others, studying and research. This method is at the cutting edge of human learning and development and brings together many aspects of teaching and psychology. "
Songwriter, composer, producer, musician.
We are incredibly grateful to Fionn for writing and composing a unique piece of music for our podcast series. He offered us his time and expertise and we're lucky to have him on board with our mission.
"Having had experience with mental health problems myself, to me I find mental health can be a bit like housework. It will be boring and hard work sometimes, but its work that needs to be done so that you can continue to enjoy other aspects of your life. And often I find that when I'm in the swing of it, it can actually be quite therapeutic."
Based in London with a love for books, branding... oh, and cats. Self-taught in Vector Portraiture, video editing and acrylic painting, Jamie has a Bachelors degree in Graphic Design. She is developing her skills further and discovered her love for branding alongside Illustration.
Jamie-Crystal designed our logos for us and we love how she just understood immediately what we were looking for.
Mental wellbeing means a lot to Jamie too.
Creative Learning Systems
CLS designed our Amazing Me learning platform and they have been so supportive throughout our process of designing and developing the programme. We felt that our ideas were listened to and CLS understood our vision immediately. They were able to bring our ideas to life. CLS are always approachable and helpful whenever we have a question.
"Our mission is simple - we provide you with the tools for you to do what you imagine is possible, that are tailored to your exact needs, and are economic to use. We deliberately adopt a disruptive approach to the elearning market so that all organisations, no matter how small, can benefit from using the very best tools for their organisation. Whether you are tracking progress and compliance, adopting a competency based framework, or simply looking to sell access to your content, we aim to be right there beside you, supporting your approach.”