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Pension Review 


After buying your own home, planning for retirement is probably the single most important area of financial planning you will ever do.

Unfortunately this usually comprises of receiving the annual pension statement from your pension provider and then filing it away without ever really understanding what it is saying or how ultimately it will affect your future.

At Beckford James we understand this and work alongside our clients to help them to work towards the retirement they want.

We believe it is never too early to target what you need for retirement. Undoubtedly this figure will change over time but by the use of our state of the art modelling tools, we can keep your plan on track, even with your potential changes to your income, personal aspirations or the financial environment.

To start with we provide a free pension review:

If you would like to benefit from this review please either contact us on 01225 437600 or complete the letter of authority and return it to us by post to: Queen Square House, Queen Square Place, Bath, BA1 2LL or email it to

"London & Country have been referring their customers to Beckford James for pension advice since 2009. We have been delighted with their professional approach in advising our customers with regards to their retirement needs."
Mark Searle, London & Country Mortgages.