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Services

Life Policies

Life Policies

Life policies are designed for company directors wishing to provide their own “death in service” benefits without having to rollout the scheme for all employees,

Independent Financial Advice

Independent Financial Advice

As independent financial advisors we will research the whole market. We are therefore able to recommend the most appropriate products and services to meet your needs

Independent Investment Management

Independent Investment Management

There are numerous different ways to invest your money. It is our role, as investment professionals, to identify the most suitable solution for your needs…

Retirement Planning

Retirement Planning

M.D. Beckett Financial Services can help you plan and achieve the retirement you desire.

Mortgages

Mortgages

M.D. Beckett Financial Services offers a range of mortgage advice for both individuals and businesses. Initial consultation is free of charge, without any obligation what-so-ever.

Life Assurance

Life Assurance

The most common reason for investing in life cover will be to protect against the financial burden of mortgage payments but it is also part of the review we undertake perhaps after getting married or, more likely, when we have children.

Protecting Your Business

Protecting Your Business

This type of cover is designed to insure a variety of key workers, for example, the managing director/CEO, head of sales, project manager, IT or finance director.

Workplace Pensions

Workplace Pensions

You may have recently seen the TV adverts for the National Employment Savings Trust (NEST) starring UK business leaders exclaiming that “They are in!”. The truth is…

True Potential

True Potential

The True Potential Wealth Platform is offered to our clients to help them easily understand and track their portfolio.