Empower yourself with expert financial guidance to secure your future. Our services cover pensions, investments & insurance.
ABOUT YOU
ABOUT BENJAMIN BECK
You would like clarity about your finances?
You would like to know how retirement may look like?
You want peace of mind and reassurance you'll be OK in case of illness or prolonged abscence from work?
With a calm, non-judgmental approach, I blend financial expertise with coaching techniques to create a space where clients feel truly heard and supported.
My advice is always tailored to their values and life stage, helping them gain clarity and confidence in their decisions.
With a focus on financial forecasting and wealth-building tools, we aim to make a positive impact on our clients' lives, helping them navigate the complexities of financial management with confidence.
Your financial information transformed into a Financial Plan
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How it works
A Simple but comprehensive process
Our financial advice process is straightforward.
We start by understanding your financial goals, then create a customised plan to help you achieve them.
Discovery
During the initial consultation, we discuss your financial aspirations and set clear, achievable goals tailored to your unique circumstances.
Fee: At my expense
Research
Based on your goals, we develop a personalised financial plan to achieve your goals which may include pension, investment and insurance advice.
Fee: At my expense
Set Up
Once you are happy with your plan and recommendations, we'll take care of all the paperwork and liaise with any product provider.
Fee:
3% Initial One-Off Fee
Example: £100,000 Investment
Fee: £3,000
Ongoing Support
Ongoing support is crucial. It includes an annual planning meeting to review the past year and looking forward at the future. It's an optimal oppurtunity to raise concerns and review your financial plan.
Fee:
1% of the Value of your investment deducted monthly.
Example: £100,000 Investment
Fee: £1,000 per annum
Approx: £83 per month
IMPORTANT INFORMATION
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk.
The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK
The performance of your investments is subject to risk(s). Its performance may fluctuate based on movements in the market and economic condition(s). Capital at risk. Currency movements may also affect the value of investments. You may get back less than you originally invested. Past performance is not a reliable indicator of the future performance.
Tax treatment is based on individual's unique circumstances.