The words we use for financial information can sometimes seem like a foreign language to my friends and family. So, I genuinely enjoy understanding, interpreting and relaying back to my clients what it all really means to them. It's very rewarding to see people take control of their financial future and realise that despite how confusing or unintelligible things first appeared that together we made it make sense.
Served areas
- Scotland
Services
Julie has been talking money since 1998. She spent the first 15 years soaking up technical (although not necessarily exciting) information. After accumulating a whole alphabet of letters after her name in qualifications she has realised that isn't what changes people's lives and her focus is now on where the big changes happen.
We want to understand where you are right now, and what you want the path between here and your future to look like. Then, we work together to make sure you have the right amount of money in the right place at the right time. Where do you want to be, what are your ambitions, what do you need to look after the people you love?
Through a series of meetings, we will listen to your story and understand where you want to go. We will explore your personal values and aspirations. Then we can collaborate to build a plan. The plan is for life, but with particular focus on actions and goals for the next twelve months. Make sure you have enough cash flow in the short term, and when ready make longer term plans.
Making decisions about saving and investing money can be amongst the most difficult decisions we ever have to make. At Bree Wealth & Tax, we speak to people and guide them on making these decisions every day. We believe that investing money for your future shouldn't be complicated. In fact, we live by the motto "if you don't understand it, don't do it".
One in five of us will live until we are 100, so retirement planning is all about making sure your income doesn't run out before you do. Your retirement plan will probably be one of the longest term commitments you will ever have in your life. So, it makes sense that it is something we would regularly review together.
Reviews (11)
Jacob Dodson
May 03, 2022
Dominic was great at providing me with a knowledge and base for myself with advice. He uses down to earth terminology and is very pleasant overall, I found my time flew by in our meeting but had gained significant information! The space Beckett's is also very clean and professional, highly recommend using Beckett's as financial advisors
Ryan Fisher
Nov 07, 2021
Mrnji
Sep 20, 2021
As is often the case, a business is only as good as it's people. I followed my advisor from a previous firm to Becketts because of long term trust, responsiveness and proactive advice and can only say this has been advanced through the relationship under the Becketts umbrella. The personal touch, nothing too much trouble, strong portfolio performance and really working hard to stay in touch with clients long term aspirations are key aspects of the service and I wouldn't hesitate to recommend them.
Simon Hartley
Sep 18, 2021
Alan Watkinson
Sep 16, 2021
James Thompson of Becketts has been my financial advisor for 10 years. The firm's ethos is to treat each client as an individual, not just another fee-earning customer, by getting to know them and building a long term relationship. I trust Becketts to act in my best interests and give me truly independent advice. I would certainly recommend Becketts for their professional and personal service.
James Stephens
Sep 11, 2021
I came across Becketts back in 2012 when I was looking for a one stop shop for investing. The level of service and responsiveness has always been second to none. They also inspire you with a huge amount of confidence with their professionalism. Our investments have performed very well in relation to all the market averages over the past 9 years and we are delighted with our huge decision to put our trust into this business.
Sarah Tarbuck
Sep 08, 2021
We have dealt with the Becketts' team for a number of years and always receive excellent service. Dominic has held our hands through both personal and business financial decisions - pointing us in the direction of other appropriate professionals where additional expertise was required. Could not recommend Dominic and team highly enough.
Rebecca Mclinn
Jul 19, 2021
Dorothy Lawton
Apr 16, 2021
My husband and I were already retired when we first decided we needed a financial advisor. We chose Dominic at Becketts because he listened to what we needed and expected our investments to achieve. Even in these unprecedented Covid markets we have always been kept informed, able to chat and felt our money was safe. We have not been disappointed. Thank you Dominic and the Becketts team.
Tony McCarthy
Feb 09, 2021
I have been with Beckett's for about 4 years now and have found Dominic to be a brilliant financial advisor. I am retired now and Becketts look after my SIPP/PENSION. I simply tell Dominic how much income I want and it magically appears each month in my bank account. I dont have to give it a second thought as they manage the investment strategies. Dominic inspires confidence and has always been extremely helpful and responsive whenever I have had any questions.
He is very good at explainining what may appear to be complicated financial issues in a clear and concise way which I find easy to understand. It is also reassuring that he has a good backup team behind him which will help you if he is not available. I look forward to working with him for many years to come.
He is very good at explainining what may appear to be complicated financial issues in a clear and concise way which I find easy to understand. It is also reassuring that he has a good backup team behind him which will help you if he is not available. I look forward to working with him for many years to come.
Peter
My wife and I have known Julie for many years and have always been completely satisfied with the advice offered what is most impressive is the amount of time taken in researching products to match our requirements furthermore she always explains the product in an uncomplicated and easy to understand manner -I feel this is vitally important when planning your financial future we have recommended Julie to our daughter who is equally delighted with the advice given.