Beckford & Lewis Financial Planning Ltd

Beckford & Lewis Financial Planning Ltd Beckford & Lewis specialise in Intergeneration Wealth, Investment Planning and Retirement Planning.

What is Equity?Equity is the term for a share of ownership in a company, also known as a stock, which is listed and trad...
26/08/2026

What is Equity?

Equity is the term for a share of ownership in a company, also known as a stock, which is listed and traded openly on a stock exchange.

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: 30/1/2026



What is an Asset class?An asset class is a grouping of assets, such as equities, bonds, and property, that share charact...
19/08/2026

What is an Asset class?

An asset class is a grouping of assets, such as equities, bonds, and property, that share characteristics.

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: 30/1/2026

What is Compounding?Compounding involves reinvesting the income earned from your investment so your original amount grow...
12/08/2026

What is Compounding?

Compounding involves reinvesting the income earned from your investment so your original amount grows and potentially generates additional earnings over time.

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: 30/1/2026

Rather than donating a generic hamper to the Rosedale Funeral Home Auction, we popped to see our neighbours and did a bi...
07/08/2026

Rather than donating a generic hamper to the Rosedale Funeral Home Auction, we popped to see our neighbours and did a bit of shopping!!! 🛍️

Flories Diss Larter and Ford - Ironmongers Ltd D.A.Browne & Son, Butchers Darcy & Co Leslie Ward Gifts Diss Publishing Bookshop The Mere Coffee Shop Fredricks Fine Foods

Our donation is just one of MANY lots, take a look. The bidding form is available on the Rosedale website or you can email Lucy Coote [email protected] and she can send you the whole catalogue and bidding form in one email.

Happy Bidding 😊

What is Capital Gains Tax?Capital Gains Tax (CGT) is a tax on the profit when you sell or dispose of something that has ...
05/08/2026

What is Capital Gains Tax?

Capital Gains Tax (CGT) is a tax on the profit when you sell or dispose of something that has increased in value. Items subject to CGT are known as ‘chargeable assets’.

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: 30/1/2026

Lunch with a view today.:.. wondering if those clouds 🌧️ will bring rain!! We have been out shopping for prizes for the ...
05/08/2026

Lunch with a view today.:.. wondering if those clouds 🌧️ will bring rain!!
We have been out shopping for prizes for the Rosedale Funeral Home auction next week.

Now sat with a Harris’s Hog roast. Shopping is hungry business!!

Losing a partner, a parent, or going through a divorce, are among the most difficult life experiences you can face. It c...
04/08/2026

Losing a partner, a parent, or going through a divorce, are among the most difficult life experiences you can face. It can happen quickly too, without much warning. Not only will there be strong and complex emotions to deal with, but for many women it means a sudden and significant change to their finances.

For some women it might be the first time they’ve had to manage a property, investments, or a large sum of cash on their own.

Making decisions about your wealth at such pivotal points in life can be stressful and overwhelming. So how can women be confident they’re making the right choices for their future when their finances change
overnight?

Read more: https://www.beckfordandlewis.co.uk/article/detail/sjpp/when-finances-change-overnight-inheritance-divorce-and-new-responsibilities

What is a Gilt?A gilt is a bond issued by the government. Traditionally these were presented on gold-edged certificates,...
29/07/2026

What is a Gilt?

A gilt is a bond issued by the government. Traditionally these were presented on gold-edged certificates, earning them the name ‘gilt’.

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: 30/1/2026


What is an ISA?An ISA, (Individual Savings Account) is one of the most popular and tax-efficient ways for UK residents t...
22/07/2026

What is an ISA?

An ISA, (Individual Savings Account) is one of the most popular and tax-efficient ways for UK residents to invest and save for the future.

Investments in an ISA are free of income tax and capital gains tax for the duration of the investment.

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: 30/1/2026

Does your business rely on the talent or expertise of a key individual? If so, how would it fare if they were no longer ...
21/07/2026

Does your business rely on the talent or expertise of a key individual? If so, how would it fare if they were no longer able to work?

Small to medium businesses in the UK are notoriously underinsured, leaving them exposed to serious risks. For many, the loss of a key person may result in a major risk. However, putting protection in place to cover this risk can help shield your business from financial vulnerability in the event that one of your key people falls seriously ill or dies.

Read more: https://www.beckfordandlewis.co.uk/article/detail/sjpp/could-your-business-survive-losing-its-most-valuable-person

Address

15 Market Place
Diss
IP224AB

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

Telephone

+441379640114

Website

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