What our clients say
I have already recommended Beckett’s on a couple of occasions. I find Beckett’s to be very proactive, bespoke, friendly, professional and the advice given always points me in the right direction!
I'd definitely recommend that people consider working with Graham and think our employees really appreciate the support he provides and that it is pitched at the right level.
Ken always calls me back and follows up on any queries I may have. You can talk logically and rationally without any waffle.
My wife and I are very satisfied with the service we receive and particularly with our relationship with Paul Fisher which stretches back over very many years. He knows us and our family circumstances very well and we feel comfortable and confident that he has our best interests at heart when he makes recommendations to us. The annual review meetings are an important part of this and we can rely on him to ‘nudge’ us towards making important decisions as and when legislation or our circumstances change.We have also had meetings with Samantha Owen and Craig Brown and feel that our investments are in safe and professional hands. We would recommend Becketts to others on the basis of personal service, investment returns that generally meet expectations, not being part of a larger corporate entity and not imposing excessive charges.
I have found Beckett’s to be very supportive and organised. I have been prompted when necessary and when I have enquired about anything, I have received prompt answers and in a manner that makes me feel valued as a customer.
Becketts provide a professional service, with regular personal contact with knowledgable IFAs who take time to get to know me and my individual circumstances. Investment strategies, designed to match individual risk profiles, are diversified and regularly reviewed. All together, I can get on with my own professional work with peace of mind that this part of my pension funds are in good hands.
We would be very likely to recommend Beckett and John Payne to anyone who needs the service. We need a financial adviser to give us the benefit of their knowledge and experience in the investment market place, as without this we would be floundering. As far as we are aware we have had good advice from John and Beckett's, and we are more than happy with the way things have gone.
My score would be ten. I have been totally happy over many years with the advice and guidance I have received from John Payne, in particular, and Becketts in general. A very professional and well informed organisation. John has been very good at providing me with good balanced advice
I have dealt with Becketts for many years. The previous Cambridge firm I dealt with was not able to satisfactorily answer the questions my wife and I asked about how we should best manage our savings for our future, for our two boys and for our retirement. We found that the staff at Becketts were very helpful and informative we have been very satisfied with the help and advice we have received over many years.
We have been clients of Beckett's since the early 1990's and having more recently had our finances reviewed by Ben Brinkley-Everard have found him to be an excellent and enthusiastic adviser and a credit to Beckett's. He comes across with a dedicated attitude to dealing with our affairs and pensions so that we achieve the best and up to date information to suit our personal needs. We would not like to lose him! We would therefore have no hesitation in recommending Ben and Beckett's to friends and colleagues. The regular seminars which Beckett's provide for their clients are informative and keep us aware of the many fiscal changes and challenges in the current economic climate.
There are so many investment product offerings that it is hard to know the benefits and risks. I have always found the advice well thought through and justified without sitting on the fence. care is taken to understand my requirements and objectives before any advice is given.
I have recommended Becketts to a couple of my friends as well as work colleagues. The reason is that I found the team at Becketts helpful and thorough. Peter Gray explained the pension charges and the limitations regarding drawdown that we had, and the course of action to take in a very understandable way, allowing us time come to a decision for our future pensions.
I am very happy with the service that I receive from Ben Brinkley-Everard and from Becketts. Ben is knowledgeable, friendly, able to put things across clearly, concisely and with the right amount of detail, respectful of his audience. He and Becketts are always prompt and efficient when ever asked to do anything. I have no complaints or criticisms whatsoever; long may it continue.
I have already recommended both Beckett’s and John Horsman to a work colleague. I had been with the same company for many years which has now been taken over numerous times, the last one also having a change of personal adviser. This change lead to a very unsatisfactory service from the company and an ex work colleague gave me Beckett’s and John’s name as he had already changed and was very satisfied. I contacted John and from our first meeting he has been most helpful and explained matters very clearly and the changeover has gone very smoothly. The ongoing service I have received has been unlike any I had from the previous company and my only regret is that I did not change to Beckett’s sooner.
Gavin Wood has always given me excellent advice and keeps me up to date with my investments. He is always at the end of the telephone if I need to speak to him.
I believe the advice given to be accurate, independent and proactive.
Becket Financial Services is privately owned and, since 1988, our specialist teams have supported clients in the creation of financial plans for their families or their businesses, enabling them to make the right decisions for the future. We are accredited Chartered Financial Planners from the Chartered Insurance Institute which is the most prestigious award in the profession; it is only awarded to those firms with a proven record in providing the highest level of service to their clients, demonstrating a culture of integrity, as well as the attainment of and commitment to the CII’s professional qualifications.
We provide independent financial advice for private and corporate clients. Our company is recognised as being one of the top 100 financial services firms in the UK by New Model Adviser magazine and we are one of few provincial companies that have in-house discretionary asset management facilities. We specialise in private financial planning and have a team of highly qualified consultants and support staff who are experts in creating the right solutions for your circumstances. We also have an employee benefits team that is dedicated to assisting corporate clients with Group Risk, Pensions and Healthcare.