About you

Becketts Connect exists because we believe that if you want professional financial planning you should be able to get it. It’s not about your wealth. It’s about your dreams, ideas and life.

Planning for you.

When it comes to financial planning an increase in wealth means an increase in complexity. The converse is true, but only up to a point. No matter your circumstances and no matter where you start – professional planning requires specialist knowledge. Lives are complex, but taking control of your financial future shouldn’t be.

The Becketts Connect team is here to help you, simplifying complex ideas so you can take control of your future. We’ve streamlined our administration and back-office processes to give you the benefit of the expertise and experience we’ve developed over the last twenty-five years. For this we charge 
a simple low-fee. You’ll only pay for the services you use – 
and you’re free to choose additional services from our à la carte menu.

Our planning approach.

As a client you’ll be valued as an equal partner, as this is the best way for us to forge a trusting and mutually beneficial relationship. We’ll work hard to make sure you always get the attention you deserve. We’re proud of this approach, 
because we know it works.

We believe that a solid financial plan is a requirement for effective wealth growth. That’s why we have our in-house investment professionals to back up our advisers. Working closely together they keep a laser-focus on your goals, and help to keep you on track.

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.

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 virtually to keep on track

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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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Let’s talk about fees.

Our advice fees start at about the cost of an average gym membership. No really. Our fees begin at £41.25 per month. Did you know that average Brits spend around £40 a month on unwanted subscriptions? Whereas our fees are a worthy investment in your future. We think it’s a win win.

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29% believe advisers 'only' offer advice, but our fees cover your planning and investment management

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Financial planning leads to better financial outcomes, for those who seek it, and for those who can afford it. That's why we’ve created Becketts Connect. To make our expert financial advice accessible for everyone.

Mark Brown

Financial Planner

James - Becketts Connect - Financial Planner
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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.

Book an appointment