Beckford James are Independent Chartered Financial Planners based in Bath, with other offices in London and the Midlands.
They aim to provide an easy to understand approach to financial planning, giving clients confidence and a clear understanding of what it takes to achieve their financial goals.
Their specialist areas include long term care and later life planning; pension and retirement planning (including occupational and auto enrolment schemes); inheritance tax planning; lifetime cash-flow modelling and holistic financial planning.
They also work with clients and professional partners in areas such as clinical negligence, matrimonial and trust/trustee advice.
Queen Square House, Queen Square Place,
Bath BA1 2LL
Tel: 01225 437600