At M.D. Beckett Financial Services we offer comprehensive, bespoke, independent financial advice. Our offices are based in Liverpool however; we have clients living across the UK.
Working in a traditional “old fashioned” manner we also utilise the latest cutting edge technology to assist us in our advice process. This enables our clients to be as involved as they wish in the advice process and be able to access financial information via their own secure personal financial website at any time.
We understand that no two people are the same and we are totally committed to providing the individual service that each client requires.
The company is headed by Mark Beckett who is a Director and the principal financial adviser. Mark specialises in pension and investment advice. With over 20 years of experience in financial services, including time working in the City of London, Mark has developed a deep understanding of Global investment markets and his clients’ needs which are the main reasons why his clients continue to retain his services.
Many of our investment clients are legal professionals or senior business executives. However all of our clients are decisive and receptive to advice. Many have career and leisure time pressures and family time commitments and often their finances have not been given the detailed attention they deserve.
Our senior mortgage advisor Lin Carvell, has over 25 years experience in the insurance and mortgage markets. Lin advises a wide range of clients, from first time buyers, to those needing large residential loans and property investors, investing in the buy to let market. All her clients receive, protection and mortgage advice creating solutions specifically catered for their needs.
Whether you are just beginning your financial journey or you are experienced in financial matters, we are able to provide advice covering all aspects of a client’s financial life. We save clients time, provide clarity on their current financial position and strategies to help them take control of their finances, now and in the future, making their lives more enjoyable and secure.