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Click to show Beckford & Lewis Financial Planning Ltd - Diss, Norfolk, United Kingdom
Beckford & Lewis Financial Planning Ltd - Diss, Norfolk, United Kingdom

Beckford & Lewis Financial Planning Ltd

Diss
Norfolk
United Kingdom




Address
6 St Nicholas Street
Diss
Norfolk
IP22 4LB
Phone
Email

Business Description

Beckford & Lewis Financial Planning offer clients a bespoke personal service that is rarely seen in today’s financial market place. We take time to really get to know our clients before offering advice. We are fortunate that many of our clients come from personal recommendations which is great, not only from a business point of view, but it is confirmation that we are providing all clients with a high-level quality of financial advice they can trust. We specialise in the "Wheel of Services” that St. James's Place Wealth Management offers, namely: • Building and Preserving Wealth • Providing advice and guidance on new and existing investments in the most tax-efficient manner • Mortgages - reviewing current borrowings and sourcing new. • Advice on protecting you, your family and your business against financial risks - including specialist insurance, life, sickness, and health assurance. • Retirement Planning - providing advice and guidance on establishing new corporate and individual pension arrangements and also on existing schemes. • Estate and Inheritance Tax Planning - providing solutions to mitigate a potential inheritance tax liability.

 



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