Beckford & Lewis Financial Planning, based on the Norfolk/Suffolk border, specialises in providing a bespoke service for each of our clients.
We offer clients a bespoke personal service that is rarely seen in today’s financial market place. We take time to really get to know our clients before offering advice. We are fortunate that many of our clients come from personal recommendations which is great, not only from a business point of view, but it is confirmation that we are providing all clients with a high level quality of financial advice they can trust.
We specialise in the “Wheel of Services” that St. James’s Place Wealth Management offers, namely:
Building and Preserving Wealth – Providing advice and guidance on new and existing investments in the most tax efficient manner
Mortgages – reviewing current borrowings and sourcing new.
Advice on protecting you, your family and your business against financial risks – including specialist insurance, life, sickness, and health assurance.
Retirement Planning – providing advice and guidance on establishing new corporate and individual pension arrangements and also on existing schemes.
Estate and Inheritance Tax Planning – providing solutions to mitigate a potential inheritance tax liability.
Locations that Beckford & Lewis cover
Beckford & Lewis are able to help clients in
How to contact Beckford & Lewis
Tele – 01379641211
Email – firstname.lastname@example.org
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of an investment with St James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products