


Beckford & Lewis Financial Planning
Financial Services • Diss, England, United Kingdom • 1-10 Employees
Company overview
| Headquarters | 15 Market Place, Diss, Norfolk IP22 4AB, GB |
| Phone number | +4411852569 |
| Website | |
| NAICS | 52 |
| Keywords | Investments, Mortgages, Pensions, Inheritance Tax Planning, Protection |
| Founded | 2019 |
| Employees | 1-10 |
| Socials |
Key Contact at Beckford & Lewis Financial Planning
Eleanor Lewis
Director - Beckford & Lewis Financial Planning Ltd. A Partner Practice of
About Beckford & Lewis Financial Planning
We can all imagine the future we want for ourselves and for our family. All the advice we give, and the wide range of services we offer, from retirement planning to passing your money on, is focused on one goal. Helping you to achieve that future, and live life the way that you want. Whether we support you in the complex area of corporate planning, or with pension advice or estate planning, we want you to feel confident and in control of your finances. We are based in Diss on the Norfolk/Suffolk border, but we cover the whole of East Anglia and beyond. Your home may be repossessed if you do not keep up repayments on your mortgage. The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested. Beckford & Lewis Financial Planning Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). SJP approved 25/04/2025
Beckford & Lewis Financial Planning revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Beckford & Lewis Financial Planning has never raised funding before.
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