Response rating
9.8/10
FCA verified
18th September 2017

Beckford James LLP

Independent Financial Adviser Beckford James, Queen Square House, Queen Square Place, Bath and North East Somerset, Bath, BA1 2LL
First meeting at adviser's own cost
We provide a structured approach to financial planning, giving clients confidence that they will achieve their financial goals.
We can advise you on
    • Ethical investments
    • Investing for income
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Large business
    • Life insurance
    • Small business
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group protection
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Long term care
Meet our advisers
Joseph Maguire BA CFP FPFS
Managing Partner
Accreditations
Chartered Financial Planner Certified Financial Planner
Mark Larbalestier CFP APFS
Partner
Accreditations
Chartered Financial Planner Certified Financial Planner
Patricia Lake BSc CFP Dip PFS
Partner
Accreditations
Certified Financial Planner
Marc Cuddihy FPFS
Partner
Accreditations
Chartered Financial Planner
Alistair Williamson BSc (Hons) Dip PFS
Associate
adviser-person
Andrew Goodey
Chartered Financial Planner
Accreditations
Chartered Financial Planner
adviser-person
Michael Hill
Senior Financial Planner
What our clients say
We spoke to a number of Financial Advisers before we met our adviser from Beckford James. Right from the start their service was superior. They spent a lot of time really getting to know us and understanding what our priorities were, both now and in the future. We have been impressed with the levels of service throughout and for the first time in a long time we feel we can sit back knowing that out financial planning needs are in good hands. A highly personal and professional service, one that I have no hesitation in recommending to all my friends.
Mrs CP, London
We have found Beckford James' professionalism and expert advice to be invaluable and our Clients who have worked with them have spoken very highly of the service they have received.
Fiona Wilson, Partner, Blake Morgan Solicitors, London
I'd like to take this opportunity to express my sincere thanks to all at Beckford James for everything you have done for me for so many years. I have neither the competence nor the interest to be able to manage my investments, and it is a great relief to be able to pick up the phone with any query and know that I am going to get a gracious, efficient and professional response.
Mrs F C, Bedfordshire
Where to find us
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
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£20,000

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