Becketts Wealth Management - Poulton-le-Fylde

Becketts Wealth Management operates out of Beckett House, Wyrefields, Poulton-le-Fylde FY6 8JX, United Kingdom, and can be reached by phone at 1253881910 or through their website beckettsfs.co.uk. This company specializes in financial planning, financial auditing, investment services, and tax consulting.

Specialties

• Financial planner
• Financial audit
• Investment company
• Investment service
• Tax consultant

Other Points of Interest

• Online appointments
• On-site services
• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible seating
• Wheelchair-accessible toilet
• Gender-neutral toilets
• Toilet
• LGBTQ+ friendly
• Appointment required
• Appointments recommended
• On-site parking

This financial company has been praised for its professional, efficient, and friendly services. Many clients have expressed satisfaction with their financial advisors and appreciate the personal touch offered by the team. With a 4.9/5 average rating on Google My Business, Becketts Wealth Management is a highly recommended option for anyone in need of financial guidance.

👍 Reviews of Becketts Wealth Management

Paul B.

5/5

Have now been with Becketts for about Two Years since my Financial Advisor retired and recommend Mark at Becketts .
Always responds to any e mail in a very efficient and professional manner. Both very Satisfied and Comfortable with the Team at Becketts and cannot recommend them highly enough if you require good Old Fashioned Professional and Friendly Personal Service

Scott C.

5/5

Having been both a client and an adviser at Becketts I can't recommend the firm highly enough. I worked in financial services for 41 years and have seen many changes. Becketts has continued to evolve, always putting its customers at the heart of every improvement they look to make. It's exciting to see what new developments will come next and I would urge anyone who is looking at their investments, tax planning, retirement or any aspect of their finances to contact the team at Becketts and Beckett connect who I know will be delighted to help, and if in the unlikely event they can not help, will find someone who can.

Alison D.

5/5

I always looked after our finances on my own but I began to realise that I didn’t have the time or knowledge to make the most of what we had. I found Becketts via a Google search and contacted them based on the fact they had good reviews. We met with Dominic who was like a financial breath of fresh air. I finally found someone who has a shared passion for finance who really understood our situation and our goals. I felt like a weight had been lifted because I trust Dominic to look after our investments. There are of course fees to pay but, unlike other financial advisors we have had in the past, Dominic and his team really do work for their money. We have regular reviews and Dominic always puts forward a number of proposals to make the most of what we have.
Becketts deserve the many awards they receive and I’m very happy to be one of their clients. I would definitely recommend them.

StephieB

5/5

We chose Becketts to help us with our finances because they seemed to have the best attitude to their customers than other places we visited, and we haven't regretted that gut-instinct decision one iota since then. It was clear from the start that they knew exactly what they were doing and what would work for us, listening carefully and tailoring a product around our needs and choices. Their advice has been invaluable over the years, and even though we now live several hundred miles away, we're not going to be leaving Becketts.

Sarah T.

5/5

We have dealt with the Becketts’ team for a number of years and always receive excellent service. Dominic has held our hands through both personal and business financial decisions - pointing us in the direction of other appropriate professionals where additional expertise was required. Could not recommend Dominic and team highly enough.

Craig B.

5/5

I am currently trying to sort out my late mums estate and although it is only small and not complex, I was worrying and making myself ill thinking that I have either missed something or doing something wrong regarding her estate. I spoke to Mark at Becketts who reassured me that I was doing everything correctly which gave me the peace of mind I needed and I actually slept better for the first time in weeks.
Thank you Becketts and especially Mark for your time and for talking to me, I cannot thank you enough.

Mrnji2890

5/5

As is often the case, a business is only as good as it's people. I followed my advisor from a previous firm to Becketts because of long term trust, responsiveness and proactive advice and can only say this has been advanced through the relationship under the Becketts umbrella. The personal touch, nothing too much trouble, strong portfolio performance and really working hard to stay in touch with clients long term aspirations are key aspects of the service and I wouldn't hesitate to recommend them.

stan S.

5/5

My wife and I have had dealings with Dominic, Becketts Financial Services for many years. During this time and on each visit we have always found Dominic approachable, professional, friendly, easy to talk to with explanations easily understood. We are always more than happy with his financial advice and knowledge which is impeccable and will always be highly recommended by us. Dominic is considerate and understanding with his clients and will always give help and support over and above his duties.