Becketts Wealth Management Beckett House, Wyrefields, Poulton-le-Fylde FY6 8JX

Becketts Wealth Management

67 Reviews
  • Friday9 AM–5 PM
  • SaturdayClosed
  • SundayClosed
  • Monday9 AM–5 PM
  • Tuesday9 AM–5 PM
  • Wednesday9 AM–5 PM
  • Thursday9 AM–5 PM
Becketts Wealth Management Beckett House, Wyrefields, Poulton-le-Fylde FY6 8JX

About the Business

Becketts Financial Services | Award-winning financial planning | It's not just about wealth. It's about your dreams, ideas and life decisions too. That's why we take time to get to know you first.

Contacts

Call Us
+441253881910
Beckett House, Wyrefields, Poulton-le-Fylde FY6 8JX

Hours

  • Friday9 AM–5 PM
  • SaturdayClosed
  • SundayClosed
  • Monday9 AM–5 PM
  • Tuesday9 AM–5 PM
  • Wednesday9 AM–5 PM
  • Thursday9 AM–5 PM

Features

  • Wheelchair-accessible entrance
  • Wheelchair-accessible lift
  • Wheelchair-accessible toilet
  • LGBTQ+ friendly
  • Wheelchair-accessible car park
  • Wheelchair-accessible seating
  • Toilets
  • Gender-neutral toilets
  • On-site services
  • Online appointments

Recommended Reviews

Jacob Dodson
19.03.2024
Becketts Wealth Management
Dominic was great at providing me with a knowledge and base for myself with advice. He uses down to earth terminology and is very pleasant overall, I found my time flew by in our meeting but had gained significant information!The space Beckett's is also very clean and professional, highly recommend using Beckett's as financial advisors
Frank Walsh
03.03.2024
Becketts Wealth Management
Since being introduced to the Beckett 'family' i.e. the McLouchneys some years ago, and more recently as a client of Becketts FS, I have been greatly impressed by the friendly, welcoming style from the director, and all their employees. They all possess a seemingly effortless and relaxed manner in which complex financial matters are discussed, and above all the sound reasoning behind the financial advise that is given. Our contact advisor is Ben Evinson, who endeared himself to me being a fellow Man Utd fan. Having had a few meetings with Ben and having a basic knowledge of investments myself, I can certainly say that Ben has a thorough knowledge of matters financial. The considered recommendations based on personal 'risk assessment' are sound, without any attempt to persuade you into riskier investments.Ben listens, then advises.The company fully justify the many industry awards they have received and I unreservedly recommend Beckett FS for informed advice on your financial affairs.
DOROTHY LAWTON
18.02.2024
Becketts Wealth Management
My husband and I were already retired when we first decided we needed a financial advisor. We chose Dominic at Becketts because he listened to what we needed and expected our investments to achieve.Even in these unprecedented Covid markets we have always been kept informed, able to chat and felt our money was safe.We have not been disappointed.Thank you Dominic and the Becketts team.
Sarah Tarbuck
31.01.2024
Becketts Wealth Management
We have dealt with the Becketts’ team for a number of years and always receive excellent service. Dominic has held our hands through both personal and business financial decisions - pointing us in the direction of other appropriate professionals where additional expertise was required. Could not recommend Dominic and team highly enough.
Mrnji2890
20.12.2023
Becketts Wealth Management
As is often the case, a business is only as good as it's people. I followed my advisor from a previous firm to Becketts because of long term trust, responsiveness and proactive advice and can only say this has been advanced through the relationship under the Becketts umbrella. The personal touch, nothing too much trouble, strong portfolio performance and really working hard to stay in touch with clients long term aspirations are key aspects of the service and I wouldn't hesitate to recommend them.
stan smith
19.12.2023
Becketts Wealth Management
My wife and I have had dealings with Dominic, Becketts Financial Services for many years. During this time and on each visit we have always found Dominic approachable, professional, friendly, easy to talk to with explanations easily understood. We are always more than happy with his financial advice and knowledge which is impeccable and will always be highly recommended by us. Dominic is considerate and understanding with his clients and will always give help and support over and above his duties.
Alan Watkinson
18.12.2023
Becketts Wealth Management
James Thompson of Becketts has been my financial advisor for 10 years. The firm's ethos is to treat each client as an individual, not just another fee-earning customer, by getting to know them and building a long term relationship. I trust Becketts to act in my best interests and give me truly independent advice. I would certainly recommend Becketts for their professional and personal service.
StephieB
17.12.2023
Becketts Wealth Management
We chose Becketts to help us with our finances because they seemed to have the best attitude to their customers than other places we visited, and we haven't regretted that gut-instinct decision one iota since then. It was clear from the start that they knew exactly what they were doing and what would work for us, listening carefully and tailoring a product around our needs and choices. Their advice has been invaluable over the years, and even though we now live several hundred miles away, we're not going to be leaving Becketts.
James Stephens
17.12.2023
Becketts Wealth Management
I came across Becketts back in 2012 when I was looking for a one stop shop for investing. The level of service and responsiveness has always been second to none. They also inspire you with a huge amount of confidence with their professionalism . Our investments have performed very well in relation to all the market averages over the past 9 years and we are delighted with our huge decision to put our trust into this business.
Rebecca Mclinn
16.12.2023
Becketts Wealth Management
After receiving help from Dominic recently with pension planning I cannot recommend Becketts highly enough. He dealt with my enquiry so efficiently and gave me all the help I needed to get started. A very kind and respectful company, I would not hesitate to go to them again in the future.

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Beckett House, Wyrefields, Poulton-le-Fylde FY6 8JX
Becketts Wealth Management