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Private Clients

At Beckford James we believe in developing long-term working relationships with our clients. At the core of this relationship is an understanding of your financial needs and attitude to risk underpinned by a process based on integrity and transparency.

Our financial planning service is based on gaining a thorough understanding of your financial situation, goals and attitude to investment risk. Our services cover a wide range of financial planning needs such as pension planning, savings and investment management, trust and estate planning and long term care planning. But the initial planning is only the start of the relationship and the key to successful planning is on-going service to ensure that your attitude to risk and your financial needs and goals stay on track.

Through our use of independent, fee-based services and of working closely with clients and their professional representatives, we are trusted wealth advisers to many clients, allowing you to plan with confidence for your financial future.

Private Clients

"Very helpful regular calls from adviser. Made the process very easy to understand and explained any questions I had."  (L.M., Berkshire)

"My adviser explains everything with great clarity and patience. I am now 75 years of age and have complete trust in him. I have no hesitation in recommending him most highly." (R. I., Monmouthshire)