Our Private Client Division provides independent, specialist advice through our
dedicated advisory Company, Becketts Ltd. Becketts has been providing impartial
advice and complete Financial Solutions to individuals and the corporate market
since 1989. Regulated by the Irish Financial Regulator, the advice, guidance
and assured manner in which we provide the means to achieve stated and agreed
financial goals, is bespoke. Becketts is a solutions provider relative to such
aspirations.
We pride ourselves on the valuable relationships we have established with our
clients. Our competitive edge lies in the degree of understanding we have of
each Client’s circumstances, aspirations and the complete solutions we bring to
them. These solutions are based on our detailed knowledge of the legislative
and tax regimes and an in-depth familiarity with the ever increasing range of
financial solutions available to meet our Clients ever evolving needs. Allied
to our knowledge is the enviable reputation we have in relation to service
delivery. Our innovative solutions and quality services are supported by a
highly refined infrastructure, one that includes state of the art systems and
most importantly, a team of highly motivated and experienced Associates. The
ability to deliver on a one on one basis maintains our individualistic approach
for each Client.
Our Services
Our capabilities encompass the entire spectrum of Personal Financial Planning,
and our resources are structured to anticipate client needs.
We specialise in the following areas:
-
Executive Retirement Plans
-
Wealth Management
-
Life Assurance Protection
-
Approved Retirement Funds
-
Business Expansion Plans
-
Personal Retirement Savings Arrangements
-
Business Partners Protection
-
Education Fee Funding Plans
-
Regular Savings Arrangements
-
Income Protection
-
Critical Illness Plans
-
Buy Out Bonds
-
Domestic and Commercial Mortgages
-
Inheritance Tax Planning
-
Redundancy Options
To discuss your specific needs regarding your personal financial needs please
call us for assistance.
