Personal wealth management, helping you to make the most of it ✨
Becketts is a leading financial services firm committed to helping clients protect and grow their wealth, enabling them to make the most of life. Becketts excels at simplifying complex financial concepts, empowering clients to take control of their financial futures. With a focus on delivering award-winning service, Becketts prides itself on employing some of the most highly qualified financial professionals in the UK.
Located at Beckett House, Wyrefields, Poulton Le Fylde, Lancashire FY6 8JX, GB, and with additional locations including Empire House, Lewisham Rd, Huddersfield, HD7 5AL, GB; Alderley Park, Congleton Rd, Macclesfield, SK10 4TG, GB; and 77 New Cavendish Street, The Harley Building, London, W1W 6XB, GB, Becketts offers a comprehensive suite of financial services tailored to meet diverse client needs. Becketts' dedication to excellence is reflected in its numerous industry accolades, affirming its position as a trusted partner in financial planning and wealth management.
Founded in 1999, Becketts specializes in retirement planning, wealth management, inheritance tax planning, and comprehensive financial planning solutions. Becketts continues to set the standard for exceptional service and expertise in the financial sector. We invite the management team at Becketts to create a customized and exclusive company showcase and product listing on our platform to further enhance their market presence.
Compare Becketts with 3 companies in Financial-Services
| Comparison Field |
BeckettsMain Company |
Rachael Bell Wealth...View Profile |
AFH Wealth Managemen...View Profile |
Paul Magee Wealth Ma...View Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 2014 | 1990 | 2003 |
|
Company Size
|
— | 2-10 | 501-1,000 | 2-10 |
|
City
|
Poulton Le Fylde, Lancashire | Carlisle, England | Bromsgrove, Worcestershire | Bristol , South Gloucestershire |
|
Country
|
||||
|
Skills & Keywords
Comparing with main company
|
8 Total Skills
Financial Services
Wealth Management
Retirement Planning
Financial Planning
Inheritance Tax
Investment Management
Financial Advice
Inheritance Tax Planning
|
10 Total
10 Unique
Unique Skills:
Access to Cash Management
Corporate Financial Planning
Financial Education
Financial Wellbeing
Holistic Financial Planning
Intergenerational Planning
+4
|
5 Total
1 Common
4 Unique
Match
13%
Common Skills:
Investment Management
Unique Skills:
Independent Financial Advice
Investment Advice
Pension Planning
Protection Planning
|
11 Total
11 Unique
Unique Skills:
Directors
Drawdown
Entrepreneurs
Family Wealth
Goal Based Planning
HNW
+5
|
Other organizations in the same industry
This company is also known as