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 – we are OPEN!
We are delighted to let you know that Beckett House is now open! Slowly and safely we have returned team members to our new “penthouse” office and now we can welcome back our wonderful clients too. Thank you for your patience during what has been an unprecedented time for all of us.

We hope you are all safe and well and we can’t wait to welcome you back to Beckett House!

The Questions We Answer

The two most common questions we answer are:
  • 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.
 

Why Becketts?

We are an entirely independent financial planning company, built on trust and driven by improving the lives of our clients – who include individuals, families, companies, trusts and charities.

Our aim is always to build long standing relationships that deliver clear and well communicated results.
 

Some of Our More Popular Services

Tax & Protection

Personal Taxation
Corporate Taxation
Trust Services
Profit Extraction
Inheritance Tax Planning 

Retirement

Pension Accumulation 
Retirement Income Planning
Post Retirement Planning 
Cash Flow Modelling 
Alternative Retirement Options

Investments & Wealth

Managed Portfolios
Ethical Portfolios
AIM Portfolios 
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.

How Is My Pension Taxed?

Flexi-Access Drawdown

Peace of Mind Planner​