Beckford James

Contact

Beckford James
1 Queen Square
Bath
BA1 2HA
01225 904800
www.beckfordjames.com

Overview

Beckford James is an independent Chartered Financial Planners, based in Bath with additional offices in London and Birmingham. The Senior Partners each have over 25 years of experience and are all certified, chartered or both, meaning that you can be confident that you are receiving the best advice.

For auto enrolment, Beckford James can take you step by step through the requirements needed both to comply with the new legislation and establish a suitable pension scheme.

At an individual level, the Bath based financial advisors aim to provide a structured and consistent approach to financial planning, giving their clients confidence that they will be able to achieve their financial goals.

As individuals have had to take increasingly more responsibility for their own financial futures, and with an ever changing legislative framework, Beckford James aim to simplify the financial maze and work together with other professionals in order to help both corporate and private clients plan effectively for the future.

Beckford James has experienced pension specialists who can help employers to:

  • Assess the workforce and understand how different groups of workers have different requirements.
  • Help you decide how to structure contributions – using qualified or certified pay definitions.
  • Choose an appropriate scheme provider.
  • Communicate appropriately with the workforce.
  • Whether or not to postpone, bring forward or simply meet the staging date
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