Beckford James Chartered Financial Planners

Independent Cornwall House, 31 Lionel Street, Birmingham, West Midlands, B3 1AP
First meeting at adviser's own cost
Response rating
9.9 /10
FCA verified
14th October 2019
We provide a structured and consistent approach to financial planning, giving clients confidence that they will achieve their financial goals.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
David Neale DipPFS
Partner
Michael J Shepherd DipPFS
Associate
adviser-person
Justin Kai
Associate Financial Planner
What our clients say
‘The team at Beckford James went to great lengths to understand our business through a thorough initial research and review process. This inspired confidence and trust from the outset. In follow up the advisers presented clear discussions for structuring the business efficiently from areas such as business protection and how to structure this correctly in conjunction with our legal advisers, to pension and employee benefits in relation to Auto-Enrolment, to detailed work such as advice on individual investment structuring within Directors’ pension arrangements. The process allowed us to focus on priorities and the implementation was managed efficiently in building an effective ongoing relationship with trusted business advisers’
Mr B Evans, MD FleetMilne (Birmingham) Ltd, Birmingham
Where to find us

Cornwall House, 31 Lionel Street, Birmingham, West Midlands, B3 1AP

Make an enquiry
About us

Beckford James are independent chartered financial planners. Independent means that we work across the whole market to find the best solutions for clients' needs. Our chartered status is a reflection of our committment to professionalism, ethics and learning, all of which translate into our financial planning for clients. Our aim is to provide high quality client-centred planning and advice that addresses our clients' financial needs and we specialize in the areas of pension, investment and trust planning.

Our services

Beckford James aims to provide a structured and consistent approach to financial planning, giving our clients confidence that they will be able to achieve their financial goals.
As individuals have had to take increasingly more responsibility for their own financial futures, and with an ever changing legislative framework we aim to simplify the financial maze and work together with other professionals in order to help our clients to plan effectively for the future.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£20,000
Minimum mortgage value
£0