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About Us

BGA Financial Services Ltd has been providing professional advice for many years. We advise both personal and corporate clients in most aspects of financial planning.

Contact us today for a free, no obligation, initial meeting.

Click here if you have a financial services question on your mind and we will try to provide an answer as soon as we can.

Malcolm Barclay
Malcolm Barclay

Malcolm started his career in the City and qualified as a chartered accountant in 1974. He formed his own accountancy practice in 1979 in Colchester. He soon realised the need to provide good financial planning advice to his clients especially if this could be linked into his knowledge of taxation. He therefore set up a separate company to deal with this aspect of the business. For approximately 10 years he acted as an appointed representative of Standard Life and then became an independent financial adviser. He prides himself on his personal relationship with his clients from which he can form detailed understanding of their future needs.

Malcolm is married with two children and enjoys playing golf and tennis.

Kate Beale
Kate Beale

Kate graduated from Bristol University in 1999 with an upper second degree in Classical History and French. This included one year studying at the University of Lausanne in Switzerland. After graduation she joined a firm of city stockbrokers working in sales support and progressed to become a fully qualified trainer to financial advisers. She then became a senior researcher with a firm of Independent Financial Advisers in the City before moving to HSBC where she spent 5 years as a financial planner. She joined BGA Financial Services in February 2011 as an Independent Financial Adviser. Kate has achieved Diploma level with the Personal Finance Society and is now working towards her Chartered Status.

Her aim is to build long term relationships with her clients and guide them through the complex financial decisions they have to make throughout their lives. Kate is married with 2 young children. In her spare time Kate enjoys walking, spending time with her children and going to the gym.

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Contact us today for a free, no obligation, initial meeting.

Click here if you have a financial services question on your mind and we will try to provide an answer as soon as we can.

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