Beckford James is a Chartered Firm of Independent Financial Planners, committed to providing the highest standard of financial advice and service. As Independent Financial Planners we begin by looking at where you are in life, what your goals and ambitions are, and then how to plan your finances accordingly, including your investments and pensions. As an Independent firm we are able to work across the entire market, allowing us to find the most suitable solutions for your needs. The pride in our work is reflected by our Chartered status; a title awarded for excellence and integrity, held by only a few hundred firms across the country. It is these values that are at the core of everything we do and translate into high quality financial planning for our clients. We work with our clients throughout their changing financial circumstances, as well as closely with other professionals in order to provide a complete solution for our clients’ needs.
Beckford James was founded in 2009 by a small group of like-minded professionals with years of experience in advising clients. The determination and hard-working ethos of the partners has helped to build a successful business, despite starting in the the midst of the last economic recession. The firm has since continued to grow, with new employees sharing in these values and high standards. But, at the heart of all our work is our clients. We take a client focused financial planning approach and work to make the often complicated world of financial planning, investment and pensions, simple to understand.
We know the drive it takes to start a business and so it is with great pride that we are the Commercial Partner for the ‘Start-up Business Category’ at the Bath Business Awards 2018.