Beckford James are independent financial planners. Being independent means that we have no commercial ties to any other company and work across the whole market to find the best solutions for your needs. Our chartered status is a reflection of our commitment to professionalism, ethics and learning, all of which translate into our approach to financial planning for our clients. Our aim is to provide high quality client-centred planning and advice that addresses our clients' financial needs both now and in the future.

We are living in a time when both governments and corporations are trying to reduce their future liabilities. It is also a period where job mobility is becoming both common and important. The result is that we are all having to take on an increasing responsibility for our own financial futures. Integrated financial planning is therefore becoming more and more important, especially as many clients now have a collection of former employers and often a collection of dislocation assets.

Pension Review

For this reason we have developed our pension review service.

To most, planning for retirement is probably the single most important area of financial planning they will ever do.

At Beckford James we understand this and work alongside our clients to help them both initially, and on an ongoing basis, to work towards the retirement they want. To start with we provide a free pension review.

If you would like to benefit from this review please refer to the Pension Review page.