Next Generation Wealth Management.
Welcome to Becketts.
Quality | Trust | Security
We secure your future, so you can enjoy the now.
Coronavirus – Return to Beckett House update
We are delighted to let you know that Beckett House is opening up again!
Slowly and safely we are returning team members to the office and having at least a few team members in each day. As many of you will already know, the exciting new phase of our growth means we will be moving offices very soon. Thankfully for us, it’s only up one flight of stairs! As of 1st October, our renovations of the top floor of Beckett House, (or the ‘Penthouse’ as we like to call it) will begin. We will be building an incredible new space for both our team and our amazing clients to visit to be able to visit, comfortably and complete with all of the 21st century amenities you would expect. A full drinks menu will be following in due course!
We will be posting the development on our social channels, Facebook, Instagram and YouTube, so do feel free to follow along and let us know what you think! Due to our reduced numbers, the phone line will remain as a voicemail service only for now, but please rest assured knowing that we are picking up all messages and are returning calls in record speed.
Our firstname.lastname@example.org email address is also consistently monitored by all of the team so contacting us either way is fully operational.
We hope you are all safe and well and we can’t wait to welcome you back to Beckett House as soon as is possible!
The Questions We Answer
- How do I ensure my finances allow me to spend more time with the people I care about?
- How do I ensure I will not run out of money?
We believe that the best way to answer your questions is to show you visually through the use of our technology. Whether your goal is to take more holidays, reduce your working hours, work longer, start a new business, take on that voluntary position, learn to play the drums!!! Whatever it is that makes your money work for you. We provide you with clarity and confidence surrounding your finances and your financial future so you can live fully.
Our aim is always to build long standing relationships that deliver clear and well communicated results.
Some of Our More Popular Services
Tax & Protection
Inheritance Tax Planning
Retirement Income Planning
Post Retirement Planning
Cash Flow Modelling
Alternative Retirement Options
Investments & Wealth
Venture Capital Trusts
Enterprise Investment Schemes
What we have to offer
We think differently about financial planning, always focusing on your long term intentions and creating the action points need to achieve these. We have outstanding expertise and qualification levels in retirement, estate and corporate tax planning.
As independent investment and wealth managers, we appreciate the engine behind the plans is often an investment solution and we operate a dedicated research panel to ensure the highest performance solutions to our clients.
What is Chartered Status?
Every firm that holds Chartered status adheres to an ethical code that underpins broader commitments to professional values. These include putting customers’ interests first, investing in ongoing development of their people’s technical skills and knowledge, and supporting wider initiatives that benefit society as well as the growth of the profession. Please watch this short video for more information.