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1 Queen Square, Bath

Welcome to Beckford James

Financial Independence is one of the main goals in life. But when do you know if you have enough? Put simply, financial independence requires financial planning.

Beckford James are independent chartered financial planners. Being independent means that we work across the whole market to find the best solutions for your needs.

Financial Planning starts by working out what's important to you in life. Whether it's helping your children to buy a house or go to univeristy, moving house yourself, planning early retirement or setting up a business, you'll need to do some Financial Planning if you're going to achieve them. By working out what the costs will be and when you will need the money, you can start to plan your finances to work out how to get where you want to be.

Our chartered status is a reflection of our commitment to professionalism, ethics and learning, all of which translate into high quality financial planning.