At Beckford James we believe in developing long-term working relationships with our clients. At the core of this relationship is an understanding of your financial needs and attitude to risk underpinned by a process based on integrity and transparency. This is becoming increasingly important to individual clients, particularly as the demise of many private final salary pension schemes means that you are having to take an increasing responsibility for your own financial future.

Our financial planning service is based on gaining a thorough understanding of your financial situation, goals and attitude to investment risk. Our services cover a wide range of financial planning needs such as pension planning, savings and investment management, trust and estate planning and long term care planning. But the initial planning is only the start of the relationship and a key part of our on-going service is to ensure that we regularly review your attitude to risk and your financial needs and goals on an ongoing basis.

Through our use of independent, fee-based services and of working closely with clients and their professional representatives, we are a trusted wealth advisers to many clients, allowing you to plan with confidence for your financial future.