About Us

Our approach

As a family-run business with traditional values, we focus on building effective working relationships with all our clients. We’re proud that as a result of this, a large number of our clients reach us through trusted personal recommendation. There is no charge for our introductory meeting with you, during which we aim to:

  • Ask questions and understand every detail of your current financial situation, personal requirements and/or business aspirations.
  • Provide you with a clear understanding of our services, remuneration structure and payment options should you proceed.

Going forward, it is important to us that you fully understand the reasoning behind any advice we provide. Our aim is for you to be secure, informed and fully in control of your financial moves – however complex they are.

Our independent status

Our independence frees us to provide honest and comprehensive financial analyses and advice, to individual and corporate clients. It also allows us to access a wider range of financial and investment products – we allow the specific goals of our clients to drive everything we do and every move we suggest.

Our research panel

We operate a panel of experienced and independent researchers specifically to analyse the performance of funds and financial products, in order that we provide the most attractive and robust results for all clients. Our panel members bring thorough understanding of the micro and macro economic environment, as well as intelligent foresight.

Our charges

Our services and charges depend entirely on the complexity of advice or management required. For this reason our charges will be discussed in detail with you before we proceed. The majority of our services are charged on a fee basis and details of our standard charging structure is available upon request provided via email, post or on the phone. No charges will be incurred by any clients without their prior agreement and all first meetings are provided entirely at Becketts cost. Finally all fees will be detailed in pounds and pence in a standalone document, signed by both you and your adviser, prior to nay fees being incurred so that all clients are clear as to the exact fees they will be paying.

Your Rights

The FCA has three levels of client categorisation, Retail, Professional and Eligible Counterparty. Prior to completing any work Becketts FS will inform you of your categorisation and the protection that this affords you.

The majority of our clients are treated as retail clients, providing them with the highest level of FCA protection. This includes access to the Financial Services Compensation Scheme (www.fscs.org) and the Financial Ombudsman Service (www.financial-ombudsman.org). For any additional information about this area please contact us on 01253 881910.

 

Becketts FS provides financial planning and investment management services to private individuals, families and trustees. Our aim is to help our clients make the right decisions about
their financial future.

The way Becketts dealt with everything made me feel 100% comfortable with my move abroad.
Mr David Atkinson
HardRock Cafe, Barcelona
I was recommended to Becketts FS and from the first day I was impressed with the company!
Mr Richard Hawkridge
Solicitor
We were recommened to Becketts FS as an IFA and have been delighted at the level of service and advice provided.
Peter and Florence Gratrix
It is very important to have confidence in the people you are dealing with and I certainly feel confident in dealing with Becketts FS.
Mr James Stephens, Lancashire
I will have no hesitation in referring people either on a business footing or that I know personally to you.
Mr Michael Woosnam, Solicitor
I would like to recommend Becketts FS to anyone who needs assistance with their finances.
Mr James Grant
General Manager AQAudio
I now feel totally confident that we are in a safe pair of hands, with someone and a company that understand our needs.
Mrs Florence and Mr Peter Gratrix

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