Meet The Team

Photo of Jonathan from the Beckworth Team

Jonathan Wadsworth - Director

Jonathan has over 18 years experience within the Financial Services industry. Born in Exeter, he started advising on mortgages, then joined the London & Manchester Group in their mortgage department and then their Pension Review Unit.

In 1997 Jonathan became an Independent Financial Adviser and in 2001 formed Beckworth Financial Services Ltd.

During his career Jonathan has continued to study and has successfully completed qualifications including a HND in Business Studies as well as the Financial Planning Certificates. In 2000 he joined the country's elite tier of Financial Advisers when he obtained his G60 qualification allowing him to provide advice on Occupational and Pension Transfers.

Jonathan's wife Jane is an Ophthalmic Optician and they have two children.

Laura Perry - Manager

Laura has been in the Financial Services industry for over 10 years, joining Bowring Financial Services and quickly gaining promotion to Senior Administrator. After working in their Birmingham office, she returned to Exeter in 2001 to set up the office and procedures for Beckworth Financial Services Ltd.

Laura has obtained qualifications including GNVQ Advanced Business (Distinction), NVQ Levels 2 and 3 in Business Administration, RSA Typing Stage 3 (Distinction) and Financial Planning Certificate.

Also born in Exeter, Laura was raised in Topsham and now lives in Taunton with her husband Richard who works in IT Security.

Photo of Stephen from the Beckworth Team

Louise Williams - Compliance & Account Manager

Louise has over 16 years experience in the Financial Services industry and joined Beckworth in 2008.

Her experience within the industry has included working in Building Societies, Estate Agencies and within an IFA practice, as both a Financial Adviser and in a compliance role. She obtained the Financial Planning Certificate and CeMAP in 1999.

Louise was born in Lincolnshire but has lived in Devon since 1986. She now lives in North Tawton, a small town in mid Dartmoor. She has one daughter who is currently at University in London.

Emma Burrough - Administrator

Emma has worked for Beckworth for over three years and is responsible for the day-to-day administration for our clients. Her role includes compiling valuation schedules, processing new applications and answering administration queries for our clients.

Emma was raised on her family farm near Ottery St Mary and is heavily involved in the local community as well as an active member of the Young Farmers Club.

Photo of Rebecca from the Beckworth Team

Rebecca Grange

Rebecca has worked in the Financial Services industry for over seven years and has a great deal of experience in constructing investment portfolios and analysing investment funds.

After completing a Degree in Business Administration, she began working for a Life Assurance Company before joining an Independent Financial Adviser 2002. Rebecca completed the Financial Planning Certificate in 2003 and is currently part way through studying for the Diploma in Financial Planning. She has passed the industry’s “J06 - Investment Principles, Markets and Environments”, proving that she can demonstrate a good working knowledge within her specialist field.