Becketts Financial Services
Becketts Financial Services is a financial planning firm that focuses on helping clients protect and grow their wealth. They build relationships and provide advice tailored to individual goals.
- Wealth management
- Investment advice
- Financial planning
- Bespoke financial plans
Locations
Competitors
Appletree Financial Solutions Ltd is a financial advisory firm that provides expert advice on mortgages, investments, protection, and pensions.
Company Details
Becketts Financial Services is operated by Becketts F S Ltd and is a Active company incorporated on 7 May 2004 with the registered office located in Poulton-le-Fylde, Lancashire. Becketts F S Ltd was registered 21 years ago.
Status
Active
Size
Small
Directors
4
Age
21 years old
Employees
22
Turnover
£1.56M
Total Assets
£1.1M
Cash in Bank
£216.59K
Total Liabilities
-£674.39K
Teams
16
12
12
3
2
2
Operations Manager • Joined Jun 2018
Head Of Growth • Joined Apr 2022
Director - Chartered Financial Planner • Joined Jan 2020
Director - Chartered Financial Planner • Joined Sep 2008
Associate Planner • Joined Jan 2018
Client Services Consultant • Joined Oct 2019
Financial Services Consultant
Financial Assistant
Independent Financial Planner • Joined Dec 2020
Chartered Financial Planner • Joined Jan 2025
Director - Chartered Financial Planner • Joined Jan 2020
Independent Financial Advisor • Joined Dec 2006
Financial Services Consultant
Financial Assistant
Independent Financial Planner • Joined Dec 2020
Chartered Financial Planner • Joined Jan 2025
Chartered Financial Planner • Joined Oct 2024
Paraplanner
Chartered Financial Planner • Joined Oct 2024
Mortgage Advisor
Director - Chartered Financial Planner • Joined Jan 2020
Independent Financial Advisor • Joined Dec 2006
Client Services Consultant • Joined Oct 2019
Financial Services Consultant
Independent Financial Planner • Joined Dec 2020
Chartered Financial Planner • Joined Jan 2025
Chartered Financial Planner • Joined Oct 2024
Paraplanner
Chartered Financial Planner • Joined Oct 2024
Mortgage Advisor
Associate Planner • Joined Jan 2018
Paraplanner
Paraplanner • Joined Jan 2025
Head Of Growth • Joined Apr 2022
Client Services Consultant • Joined Oct 2019
Operations Manager • Joined Jun 2018
Associate Planner • Joined Jan 2018
View 16 members