Award winning financial planners in Saddleworth
Make the most of it with financial planning and wealth management from Professional Adviser’s "North-West Advice Firm of the Year" 2025
Talk to Andrew and Jade
Adviser Firm of the Year
We’re happy to promise exceptional service as standard. After all, it’s the way we’ve done things for more than 20 years.
We make things simple because we all want simple things. You want security for your money and your family. You want to know that your wealth is being invested wisely, and by people you trust. These should all be simple things. So, at Becketts, we make things simple.
Because it’s not only about your wealth, it’s about dreams, ideas and decisions too. That’s why we take time to get to know you and build a bespoke plan that’s laser-focused on achieving your goals. We build lasting relationships and deliver no-nonsense advice to help you make the most of it.
Get the no-nonsense, tailored advice you deserve to help you live life to the fullest. We thrive on making complex ideas simple so you can take control of your future.
And we’re here for the big questions. The tough decisions. The new beginnings. Expect award-winning service from some of the most highly qualified financial minds in the UK.
Financial Planning
As a financial-planning-led wealth management firm, you are the heart of everything we do. We work hard to understand your goals and, what makes you tick.
Only when we get it – 100%, unequivocally get it – do we start putting those pieces into place. And we’ll be with you every step of the way. With bespoke, no-nonsense advice. And with a fully stress-tested financial plan, delivered by highly-qualified experts who care about your success as much as you do.
Investment Management
We aim to generate the best returns for you, based on your individual level of risk, while safeguarding the assets you’ve entrusted us with.
We don’t take this responsibility lightly. That’s why we fight to protect your wealth as if it were our own, and reward every unit of risk you’re willing to expose it to. Our in-house investment professionals and financial advisers work in tandem to build a portfolio that’s laser-focused on achieving your objectives.
We're transparent
We're progressive
We're dynamic
Professional and knowledgeable financial advisors. Very approachable and supportive in assessing your financial objectives to ensure you achieve your goals.
Andrew was able to suggest some products that fit my needs without being pushy, and clearly stated the benefits and pitfalls of the options available. I felt like Andrew was looking out for me and my family when providing his advice. I’ve recommended him to friends and colleagues, and will be in contact with him again as life moves on.
Andrew was friendly, welcoming and knowledgeable about the services he can offer. We felt at ease by his professional and confident approach. Very experienced and comprehensive in his research and financial analysis skills.
Andrew has helped us with financial planning as we approach retirement. He has excellent attention to detail and asks all the right questions to ensure that the plan is a good fit for us. He is warm and engaging and takes the time to explain everything clearly. I cannot recommend him highly enough.
Further to our recent meeting we received excellent financial advice from Andrew Young, Andrew was thorough, insightful and very pleasant to deal with.
Meet your Chartered Saddleworth Financial Planners
Either over Teams or at our office, Andrew or Jade will be happy to answer your questions. There’s no commitment, it’s simply a friendly chat. And maybe a nice cuppa. Simply give us a call or complete the form.
