Beckford & Lewis Financial Planning

Beckford & Lewis Financial Planning Ltd is a reputable financial planning firm based on the Norfolk/Suffolk border, serving clients across East Anglia and beyond. We specialise in intergenerational financial planning, prioritising our clients' needs at all times. We strive to build long-term, trusted relationships with our clients and deliver exceptional customer service.

What We Do

At Beckford & Lewis Financial Planning Ltd, we offer a comprehensive range of services designed to help you build, grow, protect, or preserve your wealth. Our services include, but are not limited to, the following:

• Retirement planning: We help you plan for your retirement by providing advice on pension schemes, annuities, and other retirement income options.
• Investment planning: Our team of experts helps you create a diverse investment portfolio tailored to your financial goals and risk tolerance.
• Inheritance tax planning: We provide advice on how to minimise your inheritance tax liability and ensure that your wealth is passed on to your loved ones.
• Protection planning: We offer advice on life insurance, critical illness cover, and income protection to help you protect your family's financial future.

About Us

At Beckford & Lewis Financial Planning Ltd, we pride ourselves on building long-term relationships with our clients. We take the time to understand your financial goals, values, and priorities, and work with you to create a customised financial plan that aligns with your unique circumstances.

We do not offer 'off the shelf' solutions. Instead, we put our clients at the heart of everything we do, and provide high-quality advice on many aspects of wealth management. Our team of experienced financial advisers is committed to helping you achieve your financial goals, and we are dedicated to providing excellent customer service.

Advice and Services

We specialise in providing high-quality advice on many aspects of wealth management, working with you to help you achieve your financial goals. Our services include:

• Financial planning: We provide comprehensive financial planning services, including retirement planning, investment planning, inheritance tax planning, and protection planning.
• Investment management: Our team of investment experts helps you create a diverse investment portfolio tailored to your financial goals and risk tolerance.
• Pension planning: We provide advice on pension schemes, annuities, and other retirement income options.
• Tax planning: We provide advice on how to minimise your tax liability and make the most of your hard-earned money.
• Estate planning: We provide advice on how to pass on your wealth to your loved ones in a tax-efficient manner.

At Beckford & Lewis Financial Planning Ltd, we are committed to providing high-quality advice and excellent customer service. Whether you are looking to build, grow, protect, or preserve your wealth, we are here to help you achieve your financial goals.

Meet the Team

Our team of experienced financial advisers is committed to help you achieve your financial goals. We have a diverse range of expertise and experience, and we are dedicated to delivering excellent customer service.

Contact Us

If you would like to learn more about our services or discuss your financial requirements in more detail, please get in touch. We would be delighted to hear from you and help you achieve your financial goals.