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Professionals’ own Financial Planning

As busy professionals focused on delivering an excellent service to your clients, you may not give the same level of attention to your own financial planning needs. At Beckford James we understand the particular challenges that you face, and are able to offer comprehensive planning and advice service tailored to these specific requirements.

Be it full financial planning or simple pension accumulation, the legislation that surrounds the amount you are allowed to contribute and accumulate within a pension fund has become increasingly complex and restrictive.

We can review your existing arrangements and advise on future contributions both in line with your financial plan, and to help you avoid potentially costly mistakes at this stage.