Quality advice and financial planning should be for everyone, not just the very wealthy.
Our mission is to make this service accessible to as many people as possible. Research suggests that around 39 million people in the UK fall into what is known as the ‘advice gap’ which refers to people who require financial advice but need it at an affordable cost. We want to close this 'gap' and reduce the cost barrier for those who require regulated advice.
Becketts Connect will provide wealth management-led financial planning and advice. Whether your goal is to enjoy the retirement you deserve, to make your money work harder, to get your finances in a healthy place or to protect your loved ones - one of Becketts Connect's planners can help you.
Research constantly points to the cost of advice being the biggest barrier to the general public. People want simple fees with no tie-ins and we hear you!
We have structured our business so that it is as efficient as possible. Our processes are streamlined to drive down these costs. Many firms offer a one size fits all approach in relation to how they charge their clients. From working with many people, we have seen people often pay for services they do not need or necessarily want.
To provide our clients with the most value for money, we want to give them the opportunity to decide what services they want to pay for and when. We offer a menu of additional services alongside our core ongoing advice service, each priced with a fixed fee amount.
Put simply, you'll only pay for the services you need to use.
Company Details
- Employees
- 2
- Founded
- -
- Address
- Becketts Connect, Beckett House, Sovereign Court, Wyrefields, Poulton Le Fylde,lancashire Fy6 8jx,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Financial Planning, Financial Advice, Retirement Planning, Protection Advice, Investment Planning, Wealth Management, Cash Flow Planning.
- HQ
- Poulton Le Fylde, Lancashire
Becketts Connect Questions
Becketts Connect's LinkedIn profile is https://uk.linkedin.com/company/becketts-connect
Becketts Connect has
2 employees.
View email and phone details for 2
employees at Becketts Connect.
Becketts Connect's industry is
Financial Services
Becketts Connect's top competitors are
Suffolk & North Essex Law Society (Snels),
Landmark Financial Planning,
Hse Advice Uk Ltd,
Becketts Uk Ltd,
Suffolk Director Magazine,
Steps With Children,
Scrap Local,
Crozier Campers,
Beckett Investment Management Group,
Becketts.
Becketts Connect's categories are Financial Services
Becketts Connect's founding year is 2023
