Welcome to Beckworth

Beckworth Financial Services Ltd is a local firm of Independent Financial Advisers specifically set up to offer a comprehensive, traditional service from the whole market. Beckworth aims to provide a high level of personal attention and service to all clients.

The guidance and/or advice contained within this website is subject to the UK Regulatory regime and is therefore primarily targeted at customers in the UK. The Financial Services Authority does not regulate Taxation and Trust advice.

Beckworth Financial Services Ltd, 30 Southenhay East, Exeter is authorised and regulated by the Financial Services Authority. Registered in England No. 4145306. Registered Address: The Honest Heart, Kentisbeare, Devon EX15 2AA

Long Term Care Planning

Trying to devise an investment portfolio which may help to provide sufficient income to cover the care home's charges.
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We Help Attorneys

Helping Attorneys match their onerous investment obligations
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Investments

ISAs, existing PEPs, Unit Trusts, Investment Trusts and Managed Bonds.
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Inheritance Tax Planning

There are many ways to plan for Inheritance Tax Mitigation. Whilst the Financial Services Authority does not regulate Taxation and Trust advice, there are many ways that we can help towards Inheritance Tax mitigation
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