A cheerful man with short, neatly-styled hair and a light beard is engaging in a conversation on his smartphone while working on a laptop. He is wearing round glasses and a casual olive-green buttoned shirt over a beige tee. In the background, the blur suggests an office environment with ample natural light. A disposable coffee cup is partially visible in the foreground, indicating a work setting with a relaxed atmosphere.

Connect to your future

You've worked hard, and saved when you could. You know 
you would benefit from professional financial planning, and the sooner the better. We agree, so we’ve made this service accessible to everyone. Let us introduce 
ourselves, we’re Becketts Connect.

Let’s connect!

Why Connect?

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Real-people, not algorithms - experts, not robots

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Simple, low fee and no tie-ins - no unexpected costs

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Tailored financial plan, geared to your goals

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Annual reviews delivered how you want them

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We’ve been advising and planning for decades

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And all for the cost of a gym membership. No really.

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Is this service right for me?

Life presents many reasons not to do something. But for most people, professional financial advice leads to better outcomes. Now that's a great reason to do something.

I don’t have enough money to invest

We have no minimum amount of investable assets for 
our clients

It’s too expensive

Our fees start at £495 a year (that’s about the same as a gym membership)

I don’t trust automated advice (aka ‘robot’ advice)

Becketts Connect advisers, planners and wealth managers are all certified humans

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Our years of experience led us to understand that today, a new service is required. One designed for everyone. It’s a sister service to Becketts Financial Services, so you get access to all that knowledge and expertise, but with a simple low fee.

Dominic McLoughney

Chartered Financial Planner

Dom - Becketts Connect - Chartered Financial Planner

How it works

1

Talk to us

Simple as that. You’ll talk to a real person about where you are, where you’re going, and what’s happening. Also, it’s free!

2

Financial check-up

We’ll show you where there’s room for improvement, and how you might be able to get where you’re going. It’s still free.

3

Let’s go to work

If you’re happy to go ahead, we’ll put your investment plan into place, and we’ll bring everything together. Fees apply.

4

Stay on the path

We’re here to answer your questions as they occur to you. And we’ll arrange a review every year, keeping you on track.

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Let’s connect

It starts with a chat. No pressure. You can book a free online appointment below, but if you’d prefer to go old-school you can call and speak to a real-life human. Just as we promised.

Call us on 01253 881 910

Book an appointment