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!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
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.
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