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Financial Planning

If you need to consult us on a specific issue or product need, then you may wish to obtain our professional advice on an ad-hoc basis. While we will undertake a full appraisal of the market and produce a detailed analysis of your respective options this service is designed to meet a one-off specific planning need, and for this reason does not include ongoing reviews. If it is a continuing relationship you require please look to one of our other offerings below.

Many of our clients opt to work with Becketts on an advisory basis, which would entail a continuing relationship with us. We would take a more holistic perspective on your financial situation, as well as meeting with you annually to review your portfolio and rebalance your assets to accommodate any changes in order to ensure that you continue to meet your financial objectives.

Our premium offering is the holistic wealth management service, where we establish your financial objectives, build and agree a solution, and meet regularly to ensure your plans remain on track. Our BAM portfolio manager will manage your investments on your behalf on a discretionary basis, but you will be able to view your investments online at any time, as well as receiving regular updates and face to face meetings with your BFS dedicated adviser.