What our clients say
I Needed financial planning following widowhood. Mark Wooldridge did a full review of my finances and ongoing financial advice.
There is an age gap between myself and my husband and we wanted to ensure that we got the best return on our savings and also that I would be catered for in the future. We have worked with Mark for many years now.
Mark has ensured that, where possible, our investments have been safe (taking into account our position regarding risk) and has assisted us in making changes when necessary. He continues to help us. He always explains everything very clearly.
We have a long term relationship with Mark. So far, things have been good and I see no reason why this will change. My husband has been assisted greatly by Mark in respect of his annuity.
He is doing a sterling job at the moment!
Some 15 years ago Mark's company at the time was recommended to look after our retirement investment portfolio. Mark became our personal advisor and we haven't looked back since. In the intervening years Mark has changed companies and we decided to follow him as we had established a relationship of trust based upon what has proven to be sound investment advice.
Mark demonstrated an empathy with our needs, fully describing the options and encouraging us to consider all options without bias or favour.
Being naturally suspicious of 'professionals' selling a service Marks advice over the years has meet every expectation of what impartial and knowledgeable advice should be.
Mark helped me by dealing with the investment of my pension fund.
He gave me the best advice for investing.
I am very pleased with the advice that he gave me.
I wished to re-arrange my affairs and release funds from an occupational pension.
Mark considered all of my available assets and provided a cashflow forecast to suggest a likely outcome. He then provided me with excellent and clear advice regarding my existing SIPP and my deferred occupational pension to enable me to achieve my desired outcome.
I now have confidence in the future and am looking forward to enjoying my retirement and doing all the things that I wanted to do.
Following the death of my wife, Mark helped me with probate, with an inheritance tax return, wth a death benefit claim in respect of my late wife's pension company, and with advice regarding a trust for my grandsons.
In each case matters were explained clearly, dealt with promptly and satisfactory outcomes achieved.
Having placed a pension investment through a broker some 6 years ago, I had no communication whatsoever with the broker thereafter, I had no idea how well the fund was doing whilst incurring excessive management charges. This prompted me to find a new financial adviser and I met Mark Wooldridge through a third party.
My one and only meeting with Mark Wooldrige was sufficient to enable me to make the appropriate decisions. He was able to understand my circumstances, my requirements and my goals and in line with this, he provided me with valuable advice, direction and options available to me. Most importantly, he took time to research into all my various existing investments and explained the status of each investment and made his recommendations accordingly without any fuss or unnecessary financial jargon which is very important when considering to make a decision.
I was previously placed in an unsuitable very high risk investment fund and under Mark's advice and direction my pension pot has been placed in a suitable investment fund which is also now closely managed. Taking into consideration the value of the investment and my age, I am confident that I have made the right decision at this critical time.
Mark communicates well, he is extremely professional and does not complicate matters unnecessarily. I would therefore recommend him to anyone seeking pension advice. I am certainly pleased with my decision and the outcome of my decisions.
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.
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.