Beckworth Financial Services Ltd
Beckworth Financial Services Ltd provides financial advice tailored to individual client needs. The firm has over 14 years of experience in fund management and focuses on investment management and pensions.
- Pensions
- Financial Advice
- Compliance Services
- Investment Management
Locations
Competitors
Quilter Cheviot is a leading wealth management firm with over 250 years of experience in managing bespoke investment portfolios.
Bright Future Financial is an independent financial advisory firm that specialises in financial planning and wealth management services.
St.
Redmayne Bentley is one of the leading independently-owned private client investment management and stockbroking firms in the UK, established in 1875.
Company Details
Beckworth Financial Services Ltd is operated by Beckworth Financial Services Limited and is a Active company incorporated on 22 January 2001 with the registered office located in Exeter, Devon. Beckworth Financial Services Limited was registered 24 years ago.
Status
Active
Size
Micro
Directors
4
Age
24 years old
Employees
7
Turnover
Unreported
Total Assets
£2.06M
Cash in Bank
£26.55K
Total Liabilities
-£310.74K
Teams
3
1
1
1
Administrator • Joined Mar 2024
Paraplanner & Compliance Assistant • Joined Apr 2023
Paraplanner • Joined Apr 2022
Paraplanner • Joined Apr 2022
Administrator • Joined Mar 2024
Paraplanner & Compliance Assistant • Joined Apr 2023