Beckford & Lewis Financial Planning, based on the Norfolk/Suffolk border, specialises in providing a bespoke service for each of our clients. Originally the Stephanie Hare Practice, Stephanie became a St. James's Place Partner in May 2008, having previously worked as an IFA. In March 2013, she was joined at the Practice by Eleanor who shared her passion of trusted face to face advice.
In the same year Samuel graduated from the St. James’s Place Academy and the office in Diss was opened. During 2018 the Practice prepared for Stephanie’s retirement from the Practice and her handover into the capable hands of Eleanor Lewis & Samuel Beckford. In April 2019 Beckford & Lewis Financial Planning Ltd was established and we have retained the office in St Nicholas Street Diss where both new and existing clients can come in for advice a chat or a coffee.
We offer clients a bespoke personal service that is rarely seen in today’s financial market place. We take time to really get to know our clients before offering advice. We are fortunate that many of our clients come from personal recommendations which is great, not only from a business point of view, but it is confirmation that we are providing all clients with a high level quality of financial advice they can trust.
As a combined Practice we have many years’ experience in financial planning, and the overall aim is to help all those wishing to secure their financial future. We work closely with all of our clients building a relationship based on trust and an in depth understanding of their personal finances. This ensures that we are able to provide the advice to help your future, no matter what life throws at you. We fully understand and value the trust that you place in us. We specialise in the "Wheel of Services” that St. James's Place Wealth Management offers, namely:
- Building and Preserving Wealth
- Providing advice and guidance on new and existing investments in the most tax efficient manner
- Mortgages - reviewing current borrowings and sourcing new.
- Advice on protecting you, your family and your business against financial risks - including specialist insurance, life, sickness, and health assurance.
- Retirement Planning - providing advice and guidance on establishing new corporate and individual pension arrangements and also on existing schemes.
- Estate and Inheritance Tax Planning - providing solutions to mitigate a potential inheritance tax liability.
With the benefits of guaranteed advice and the best of breed approach available to us as part of St. James’s Place Wealth Management Investment Management Approach we are able to offer a complete service to all our clients in all aspects of financial planning.
Our clients have access to this approach to investment management, which involves engaging the services of carefully selected and monitored external fund managers.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.