Rebecca Whelan's Contact Details

Rebecca Whelan's Company Details

Beckford James Chartered Financial Planners

Bath, England, United Kingdom • 11 - 50 Employees
Financial Services

Beckford James are a Chartered firm of Independent Financial Planners.Our chartered status is a reflection of our commitment to professionalism and ethical standards and our approach is to put the seemingly complex world of investment into understandable language.Financial Planning begins by working out what's important to you in life and how to plan your finances accordingly. Independent means that we work unrestrictedly across the whole market to find the most appropriate solutions for your needs.At Beckford James we believe in developing long-term working relationships with our clients and offer tailored planning across a breadth of sectors and services. For private clients this includes:• Personal Financial Planning • Pension and Retirement Planning• Tax and Estate Planning • Investment PlanningIn terms of financial planning for businesses we advise micro, small and medium sized businesses on employee benefit areas such as staff pensions and death in service arrangements. For our corporate clients this includes:• Auto Enrolment• Director's Pensions• Keyman and Shareholder Assurance• Corporate Financial PlanningWe also regularly work with fellow professionals to achieve the best desired outcome for their clients and a significant part of our work comes via introductions from other professionals, such as solicitors and accountants. Such referrals involve a wide range of advice but typically can be grouped under the following headings:• Professionals' Own Financial Planning• Family and Matrimonial• Personal Injury and Clinical Negligence• Trustee and Charity Investments• Elderly Clients• Pension Transfers