Beckworth Financial Services Ltd

Independent Financial Adviser  30 Southernhay East, EX1 1NS
FCA authorised
Last authorised 18th January 2021
We can advise you on
Ethical investments
ISA / Unit Trusts / OEICs
Offshore investments
Unit trusts
Stockbroking services
Meet our advisers
Louise Williams
Account Manager
Jonathan Wadsworth
About us

Beckworth has been specifically set up to offer a comprehensive, traditional service, aiming to provide a high level of personal attention and service.

We are Independent Financial Advisers with over 20 years industry experience.

We pride ourselves on offering a comprehensive investment review service, helping clients to plan their investment portfolio, maximise their annual Individual Savings Account Allowance (ISAs) but also be aware of all other investments available.

Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
Advice methods
  • phoneButton
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    Online (Live chat, video, email)
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    Face to face

30 Southernhay East, Exeter, EX1 1NS

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