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Becketts Financial Services Ltd
       
 
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Becketts Financial Services Ltd
 
 
Overview: 

At Becketts Financial Services, expect a refreshingly transparent and proactive approach.

We are an entirely independent Financial Services company, built on trust and driven only by the aims of our clients – who range from local individuals to international organisations. Our aim is always to build long- standing relationships that deliver clear and well-communicated results.

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. However, if in certain circumstances it is more tax efficient to do so we will use commission from relevant product providers to cover our fees.

Client Agreed Remuneration

Current law enables us to charge either fees or commission for the services we provide. Operating on the basis of Client Agreed Remuneration, we discuss payment options openly prior to any work commencing. It’s important to us that our clients feel confident and fully informed of all charges before any work is undertaken.

Retail Distribution Review - we welcome transparency

The enforcement of the Retail Distribution Review (1st January 2013) is likely to have an impact on the way the industry levies its charges, with the total banning of commission payments. At Becketts Financial Services we welcome this move to a more transparent and clear charging structure for all clients. We have already adopted the fee-based model, having operated in this manner for a number of years.

As always, we will explain and quantify our charges at our face-to-face meetings and in writing and before any investments are made.
Toll Free:  +44 1253 881 910


 
 
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