Becketts Connect
Company

Becketts Connect

Financial Services Poulton-le-fylde, Lancashire, United Kingdom 2 employees
Employees
2

Becketts Connect Overview

Headquarters
Poulton-le-fylde, Lancashire, United Kingdom
Industry
Financial Services
Employees
2
Founded
2023
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Becketts Connect

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.

Becketts Connect Contact Details

People in AeroLeads
2

Becketts Connect Org Chart

Sample employees and titles
Name Title Contact
Diana Mallinson (Certcii Fs) Financial Administrator
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Nick Gregson Associate Financial Planner at Becketts
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