Our Principles

Strategy

At Beckworth Financial Services Ltd, our philosophy is to help any client whenever we can:

  • We will offer help and guidance when the client needs it - choosing the best investments (which may mean the cheapest)
  • We will act in the client’s best interest rather than choosing products based on the level of commission received
  • We will treat all our clients in a manner in which we would like to be treated

Product and Service Design

  • When we devise an investment strategy, it will be based on a clear understanding of the “needs” of the client
  • We will offer a service including our annual valuation schedule, fund reviews and help with any administration requirements
  • We will monitor market changes and will respond accordingly to ensure the continued suitability of our services

Customer Communication

  • We will provide information to clients about the benefits, risk and costs associated with our products and services to help them understand what they can reasonably expect
  • We will provide appropriate information in a way that aims to be clear, fair and not misleading
  • We will pay due regard to the client’s needs and always act in a timely manner

Beckworth Financial Services Ltd, 30 Southernhay East, Exeter, Devon, EX1 1NS is authorised and regulated by the Financial Services Authority. Registered in England No 4145306. 
Registered Address: 30 Southernhay East, Exeter, Devon, EX1 1NS. We are entered on the FSA Register No 430007 at www.fsa.gov.uk/register/home.do.
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.

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