Independent Financial Advice
M.D. Beckett Financial Services are proud to be Independent financial advisors. This means that the advice you receive is both independent and impartial. Other financial advisors such as tied agents or insurance company representatives only offer advice on products offered by the companies they represent. This is true also of most financial advisors working for banks or building societies. Multi-tied advisors can recommend more than one company but they still have a limited range of choices
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, regardless of which companies offer them. Our choice is not restricted. No matter whether you are experienced in financial matters or a novice, it is important to seek professional financial advice. As independent financial advisors we will often identify issues that have been overlooked or which, perhaps, have not been treated with due importance.
The first meeting we have is always free, however long it takes. Most initial meetings take around 90 minutes on average. There is no charge and no obligation. During this initial meeting we will review your existing financial circumstances, explain our charging structure and advise you as to whether we can help you or not..
Any recommendations we make are tailor-made for your needs. We don not simply select an off the peg – one-size-fits-all solution for our clients. If, for example, you need life assurance cover, we will help you to decide how much provision you need to make and for how long. We will also help you work out an order of priorities. We are realistic and realise that everyone has a budget to work to and few clients can afford to go for a ‘perfect world’ scenario. We will work with you to achieve the financial goals you set throughout our relationship.
All our recommendations will be given in writing in plain English for you to consider at your leisure. We do not believe in rushing clients in to making important decisions and it is your choice as to whether you accept our recommendations in full, partly or not at all.
Our aim is to save you time, provide clarity on your current financial position and implement strategies that will make your life more enjoyable and secure. We focus our expertise on working with a limited number of clients, successful individuals, especially those in the legal profession. This approach allows us to understand your world and deliver exceptional independent financial advice to you.
At M.D. Beckett Financial Services we are totally committed to working in a partnership with you that will enable you to improve your lifestyle and secure the financial future you desire.