We use our knowledge and experience of financial markets to advise
the most effective management of your finances...

We find the best possible returns to help ensure your money is invested into the most flourishing and strongest investment funds...

View our video guides

View a video about us

Prudent and cost effective

Actively select the best funds

The best possible returns

Well established - founded in 2001

A global economic outlook

Our Investment Funds

We use our knowledge and experience of financial markets to advise
the most effective management of your finances...

Our advice on managing your pensions is underpinned by unrivalled expertise and knowledge of geographical sectors...

View our video guides

View a video about us

Tax relief and inheritance planning

Regular valuation schedules

Retirement planning management

Personal and family strategies

Advice on contributions and allowances

Our Pension Funds

For the most flourishing and strongest Investment Funds...

Investment Management

We pride ourselves on conducting detailed, diligent research and narrowing this down to the very best funds in each sector.

More information

Contact Jonathan or Louise about Investment Management

For the most flourishing and strongest Pension Funds...

Pensions

The key to a successful pension pot is how the capital is actively managed, analysing geographical sectors and asset classes.

More information

Contact Jonathan or Louise about Pensions

Investment Management

For the most flourishing and strongest Investment Funds...

We pride ourselves on conducting detailed, diligent research and narrowing this down to the very best funds in each sector.

Contact Jonathan or Louise about Investment Management

More information Contact

Pensions

For the most flourishing and strongest Pension Funds...

The key to a successful pension pot is how the capital is actively managed, analysing geographical sectors and asset classes.

Contact Jonathan or Louise about Pensions

More information Contact

Meet your team...

Jonathan Wadsworth

Director

Jonathan has always been passionate about providing comprehensive, meticulous financial planning advice, so when he established Beckwor...

Louise Cole

Financial Adviser/Compliance Manager

She qualified as an Independent Financial Adviser in 1999 and believes that the most enjoyable part of her job is building and maintain...

Noemie Williams

Senior Paraplanner

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 t...

Jessica Herring

Administration Manager

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 I...

Stefanie Brailey

Administrator

When she's not at work, Stefanie loves painting and being creative. She uses acrylic paints and especially loves painting portraits of...

Alison Griffiths

Office Accountant and Bookkeeper

When not working on Beckworth projects she can be found wandering the Devon countryside with her Cocker Spaniel.

Maria Thorne

Website & Social Media Co-ordinator

Maria was born and brought up in Sidmouth and, after a few years away at university in Birmingham and France, settled back where her he...

Meet your team...

You are unlikely to find another team who cares as much about your investments and your family’s financial wellbeing.

JonathanDirector
I have over 28 years’ experience within the Financial Services Industry, becoming an Independent Financial Adviser in 1997 and forming Beckworth Financial Services in 2001
Read More Contact
LouiseFinancial Adviser/Compliance Manager
My primary role at Beckworth is to provide financial advice to our clients and to ensure that the firm is compliant within all aspects of the FCA guidelines
Read More Contact
NoemieSenior Paraplanner
I assist the advisers with report writing, research and technical tasks
Read More Contact
JessicaAdministration Manager
As Administration Manager my role is to supervise and oversee all aspects of administration for our clients to provide an all round excellent service
Read More Contact
StefanieAdministrator
My role is to provide an all round administration service to the Beckworth team and our clients.
Read More Contact
AlisonOffice Accountant and Bookkeeper
I provide bookkeeping and business writing support
Read More Contact
MariaWebsite & Social Media Co-ordinator
I have a decade of experience working on digital projects and help the Beckworth team to manage their online communications.
Read More Contact