My experience to date:

I have worked in the financial services sector for over 40 years, and have been advising my clients on pension planning, investment planning, and protection planning for over 25 years.

After becoming a Chartered Financial Planner in 2005, I went on to work for some of the UK’s most successful financial institutions.

During my time at NatWest as a Senior Business Financial Planning Manager, I consistently exceeded sales targets by developing strong relationships with business and commercial clients. By providing excellent customer service, and using every opportunity to expand my technical knowledge, I thrived in this role for more than 6 years.

From there, I brought my extensive expertise to a series of positions, including Premier Relationship Manager at HSBC, and Chartered Financial Planner at a financial advisory firm in Essex.

Impressed by both the breadth of the services on offer from St. James's Place, and the support they provide to their Partners, I set up Beck Wealth in 2016 to bring leading wealth management solutions to individuals and businesses in Benfleet. 

My core specialisms:

• Personal and Business Protection
• Retirement Planning
• Investment Planning
• Estate Planning

Why work with me?

The financial environment is ever-changing, as are your individual circumstances.

As a Benfleet financial adviser, I can provide bespoke financial plans that not only help you achieve your short- and long-term goals, but also allow for added flexibility with the provision of regular check-ins and reviews.

My biggest aim, of course, is to help you build your wealth. By drawing upon all the tools and products that are available to me – and listening carefully to your objectives – I will provide holistic advice at every stage of your financial journey, as well as practical solutions to the issues that are concerning you the most.

I will strive to add value aiming to put your money in the right place, at the right time, with a view to strengthening your financial position and helping you achieve your wider financial objectives.

I love nothing more than providing timely advice to my clients as their needs evolve. My emphasis is always on supporting individuals and businesses to the best of my ability, with a focus on creating and maintaining trusted, long-standing relationships that last for many years.

I can assist remotely or via face-to-face appointments, or a blend of both.

Additional accreditations:

Being a Chartered financial adviser demonstrates my high level of professional commitment and expertise. I am also an Associate of the Chartered Insurance Institute and an Associate of the Personal Finance Society.

More about me:

I live and work in Benfleet, Essex. I am married to Sue and have three children.

Outside of my role as a financial adviser, I enjoy sporting activities and am a keen golfer.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.