Financial Advice

To ensure that our clients get the best financial advice possible, in 2001 we formed a company to provide independent financial advice called Beckworth Asset Management Limited.  We can vouch for Beckworth because they are "tried and tested" and have a proven track record for offering diligent advice and a high level of personal and ongoing service - they do a good job!

Beckworth could help with advice on:

• ISAs, Unit Trusts, Managed Bonds and Share Portfolios
• Inheritance Tax Planning
• Long Term Care Planning
• Retirement and Pension Planning
• Life Assurance

If you would welcome a chance to discuss your requirements with Beckworth (without obligation) please contact them direct at:

30 Southernhay East
Exeter
Devon
EX1 1NS.
Tel: 01392 678555

jw@ifahelpline.com - Jonathan Wadsworth

Beckworth Asset  Management Ltd is an appointed representative of Beckworth Financial Services Ltd which is authorised and regulated by the Financial Services Authority.

This firm is not authorised under the Financial Services and Markets Act 2000 but we are able in certain circumstances to offer a limited range of investment services to clients because we are members of the Solicitors Regulation Authority.  We can provide these investment services if they are an incidental part of the professional services we have been engaged to provide.

Please note that the Partners in the firm are joint owners of Beckworth Asset Management Limited and therefore may receive financial benefit if Beckworth Asset Management Limited undertakes any work on your behalf.