Jonathan’s wide-ranging experience (spanning over 28 years) has given him the ability to explain investments in a simple yet logical fashion, making him a tremendous financial adviser.
Jonathan has always been passionate about providing comprehensive, meticulous financial planning advice, so when he established Beckworth in 2001 he ensured that Beckworth had the most robust and diligent processes and he made it his objective to employ the very best possible team – a team which helps with every aspect of investment management. With Beckworth’s tried and tested 14 years of experience in fund management and helping clients, this clearly demonstrates that his diligent approach is working.CloseNext
Jonathan was born in Exeter and is married to Jane (who is an Ophthalmic Optician) and they have two grown up children. When Jonathan is not out and about seeing clients you’ll find him “on the water” (well, mostly on Exmouth’s floating café) or on his motorbike “green laning” around East Devon.
Financial Adviser/Compliance Manager
Louise has over 25 years’ experience in the Financial services industry and joined Beckworth in 2008.
She has worked in banks, building societies, estate agencies and investment companies in a variety of financial roles, qualifying as an Independent Financial Adviser in 1999. She believes that the most enjoyable part of her job is building and maintaining strong relationships with clients.CloseNextPrevious
Louise was born in Lincolnshire but having lived and worked in Devon for over 30 years, considers it to be her home. She is married to Andrew and they have one grown-up daughter who lives and works in London. Louise enjoys the outdoors and most weekends will find her walking the moors or the coastal paths with Andrew and their chocolate Labrador, Lottie. She is also passionate about Formula 1, attending Grands Prix both in the UK and abroad.
Noemie joined the team in 2014 and has excelled in her studies to become a Paraplanner. She is also a valued member of Beckworth’s Investment Committee which meets monthly to review and select funds for clients’ portfolios.
In her spare time, Noemie has a love of food and experimenting with new recipes. She loves to travel and has been fortunate enough to travel all over the world including a period living in Australia. Now back in her home town of Exeter, she enjoys spending most weekends out and about exploring the UK with friends and family. She likes being active and has recently joined a netball team who play in a local division.CloseNextPrevious
Lyn has worked within the financial services industry for over 30 years and joined Beckworth in 2010.
Lyn’s caring nature and “hand-holding” ability helps her to form close working relationships with our clients.CloseNextPrevious
Lyn was born and bred in Devon and now lives in Exeter. She is an avid supporter of Exeter Chiefs and enjoys spending time with her friends and family. Whilst Lyn has a flare for cooking she particularly enjoys being outdoors and loves coastal walks with her family Cocker Spaniel.
Jessica joined Beckworth in October 2015 as part of the administration team after working in the hospitality sector over the last seven years. She brings with her exceptional customer service skills and an enthusiastic attitude.
Jessica grew up in Nottinghamshire and moved to Devon at the age of 16 along with her close family. After spending three years on the Isles of Scilly, where she met her husband Liam, she decided to make Devon her home in October 2014. She loves spending time with family and friends - be it socialising at one of Devon’s fabulous pubs or restaurants, watching the rugby, heading off on a weekend away, or down on the beach during the summer. In the colder months she is more likely to be found curled up on the sofa with a good book sampling some home cooked food.CloseNextPrevious
Office Accountant and bookkeeper
Alison brings a background in banking and financial services to the Beckworth team.
When not working on Beckworth projects she can be found wandering the Devon countryside with her Cocker Spaniel.CloseNextPrevious
Website & Social Media Co-ordinator
Maria helps to manage the Beckworth website, video production and a wide range of social media accounts.
Maria was born and brought up in Sidmouth and, after a few years away at university in Birmingham and France, settled back where her heart is, in the South West. She has worked for a range of local organisations managing digital projects. She now lives in Mid-Devon with her young family. She enjoys long runs and short walks. These both help justify the amount of home-made cake she consumes. She plays keyboards and sings in a covers band. Summer weekends find her camping in her VW campervan or gardening amongst her chickens. CloseNextPrevious
Lucinda entered the Financial Services industry in 2014 after completing a degree in Business Management. She has a great deal of experience within the pension sector and has completed a number of industry exams. She is actively involved in helping with clients' portfolio fund reviews.
Lucinda was born in Bath but now feels lucky enough to call Exeter home, where she lives with her husband Neil. As a self-confessed foodie, she loves visiting new restaurants and trying new foods – but also loves cooking up a feast for friends and family! At the weekend you will frequently find Lucinda with her head in a book or helping at her parent’s busy hotel in Torquay where she loves taking her family’s Springer Spaniels for long walks. CloseNextPrevious
Karen has a great deal of experience in customer-facing roles and has been involved in Financial Services since 2013, initially working for a local IFA and thereafter employed by a private bank within the Financial Planning team.
She joined Beckworth as part of our expanding Paraplanner team and has completed several industry exams. As a Paraplanner, Karen’s role is to assist with research and report writing for the Advisers and to provide clients with technical help where necessary.ClosePrevious
Karen grew up and worked in Newbury, until relocating to Devon in 2015. Having been brought up in the Berkshire countryside and after lots of holidays in Devon, the fresh air of the moors and coast now feel like home. She and her husband and two Norfolk Terriers love spending time exploring and discovering new walks, beaches and pubs! Renovating their home has been a big project, but Karen can always manage to fit in watching the latest film or boxset. And of course having friends and family from “up country” come to visit is always a pleasure!