Testimonials

John – Lancashire – Age 60

For the non-professional, particularly in the current financial climate, financial planning is a daunting prospect. From the very outset Dominic impressed with his knowledge, sincerity and friendly approach putting myself and my Wife at ease from our first meeting. In a field where an individual could easily be overawed by the choices available or overwhelmed with paperwork, legal-speak and small print Dominic took the time to uncover what our financial goals were, what investments and risks we would be comfortable with and what options were open to us. We experienced no hard-sell techniques, everything was explained in detail both verbally and backed up in writing, he has always made us feel valued and that he has our best interests at heart. We are confident that Dominic's expertise, professionalism and overall enthusiasm for the service he provides will ensure our financial good health and we look forward with optimism to our later years knowing that our finances are in good hands. We cannot praise Dominic highly enough and consider ourselves fortunate to have found such a person to look after us, we have no hesitation recommending him to others.

Glenys, Lancashire - Age: 76

I could tell by dealing with Dominic the first time, how professional he was, he had all the information I required within a couple of days, all set out in format I could easily understand. with all charges explained in full. In the past I had always invested with my bank, they were very good, but Dominic was not limited to a particular company and offered very good advice which has been proved excellent advice over the past couple of days, I am extremely satisfied with the outcome of a problem I had been in contact with him about, and will be in contact with him soon about my other investments.

Philip, Lancashire - Age: 45

Dominic responded to my request for advice straight away, and although I had contacted the wrong part of the organisation for my particular need, he very quickly directed me to a colleague in the associated accountancy firm who could help. He efficiently organised a meeting between me and his colleague and facilitated the meeting itself. The result of the meeting was very satisfactory and I have subsequently registered as a client. I have a tax bill for multiple thousand pounds which I am confident Dominic's organisation can help me recover.

James, Lancashire – Age 30

Dominic was easy to talk to and explained everything at a level I could understand. I am an experienced advisor however his in-depth knowledge really assured me that the plans we were putting into place were suitable. Extremely mature for his young years. I would have no questions in recommending him. Firstly it was the relief and loss of stress that the whole process became. Once I met Dominic these issues were released and I now know my assets are in a far more tax efficient as well as productive place.

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.

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
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
The way Becketts dealt with everything made me feel 100% comfortable with my move abroad.
Mr David Atkinson
HardRock Cafe, Barcelona
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 was recommended to Becketts FS and from the first day I was impressed with the company!
Mr Richard Hawkridge
Solicitor

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