Beckford & Lewis Financial Planning Ltd

20/05/2026

Rising costs and continued uncertainty are putting pressure on household finances. 🌧️

But research from the 2026 Financial Health Report shows that people who actively plan and invest for the long term tend to feel more resilient and confident about their money.

Explore the key findings from the latest Financial Health Report: https://bit.ly/3Pq2hY6

On behalf of SJP, Opinium surveyed 6,000 UK adults between 17 March and 9 April 2026. Quotas and post-weighting were applied to the sample to make the dataset representative of the UK adult population.

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 14/5/2026

15/05/2026

Fixed or tracker? Many people are revisiting this question for their mortgages.

With the Bank of England holding rates for now — but future increases expected — it’s important to understand how different mortgage types work.

🏡 Explore the differences and what to consider when reviewing mortgage options: https://bit.ly/4dvcsml

Your home may be repossessed if you do not keep up repayments on your mortgage.

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 13/5/2026

14/05/2026

Who said completions have to be a Friday?
These smiling new homeowners finally picked up their keys on Tuesday and are already buzzing with ideas to make their new place feel like home.
Here’s to fresh starts, full hearts, and the first of many memories in their new space beside the sea 🏡🔑

01/05/2026

With a new tax year underway, get ahead of the game by taking note of how recent tax changes could affect your finances this year.

📋 Read this handy summary: https://bit.ly/4diQWC8
Taxation rules can change at any time and are dependent on individual circumstances.

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 17/4/2026

29/04/2026

⭐ And here they are… our amazing DISS CARNIVAL 2026 SPONSORS! ⭐️

Diss Carnival continues to thrive year after year, and that’s thanks to the incredible support of local businesses who help us with the significant costs involved in putting on this event. We couldn't do it without them! 😊

Thank you all!👏👏👏
Adkins Opticians Ltd
Beckford & Lewis Financial Planning Ltd
Reads Property Developments
Pearce & Kemp Ltd
Larter and Ford - Ironmongers Ltd
Kings & Co Residential Lettings
The Wonky Donkey Mobile Bar
Larking Gowen

24/04/2026

We are proud to sponsor for another year and look forward to the main event.
Eleanor and Verity are planning the window displays… watch this space 😊

It's Market Day ... and we're shouting out another one of our fantastic Diss Carnival Sponsors who's actually based at Diss Market Place! 🥳

Shout out to the brilliant team at Beckford & Lewis Financial Planning Ltd for sponsoring Diss Carnival 2026 - We are so grateful for your continued support year on year!🎉

Their expert team offers professional financial planning and clear, tailored advice to help you build a secure future. Well worth a look: https://www.beckfordandlewis.co.uk/ 👈

21/04/2026

A great day at the Building Societies Show 2026 at the Coventry Building Society Arena today.

With over 35 building societies represented alongside a range of guest speakers, there was plenty to take in.

It’s always valuable to stay up to date with the latest changes in the mortgage market (and to put a few faces to the names we deal with day-to-day).

In a changing landscape, keeping on top of lender criteria and market trends helps us continue to give the best possible advice to our clients.

Plus, any day out of the office that involves learning and biscuits is a win…

16/03/2026

A lovely client surprised Eleanor with these beautiful flowers as a thank you. Such a thoughtful gesture and very much appreciated.

Helping people plan for their future is a real privilege, and moments like this mean a great deal.

Very grateful for such wonderful clients 😊

13/03/2026

The Investor 125 is here! 📖

Markets may be volatile, but opportunity hasn’t gone anywhere. In this latest edition from St. James’s Place, you’ll find insights on navigating today’s investment landscape - from how trusts can support inheritance tax planning, to the renewed potential of emerging markets, to whether gold might have a place in your portfolio. 🪙

You’ll also find practical steps to help protect yourself from the rising threat of financial scams, plus guidance on what to consider if you’re thinking about planning for an early retirement.

Read now and share with your network: https://indd.adobe.com/view/876a3922-d568-4558-b621-59c1ee2a3e4a?utm_source=linkedin&utm_campaign=e-investor&utm_medium=social

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 4/3/2026

08/03/2026

Women can face unique financial challenges compared to men, meaning many still feel uncertain about their long‑term financial future.

This article explores some of the factors that contribute to this uncertainty, from caring responsibilities to the gender pay and pensions gaps, and highlights why financial engagement matters at every stage of life.

🔗 Read more: https://bit.ly/4rXDkRL

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 3/3/2026

04/03/2026

💼 The Spring Statement arrived at a time of heightened uncertainty due to conflict in the Middle East, and this global backdrop is shaping expectations for the UK economy.

This article breaks down the key points from the update: https://bit.ly/4u9YZYi