Business Details
Your Trusted Financial Advisers in Lancashire
Bree Wealth & Tax Management & Tax Management is a family-run financial advisory firm dedicated to providing personalized, client-focused financial solutions. With over two decades of combined experience, our team prioritizes building long-term relationships and tailoring advice to individual client needs. We specialize in retirement planning, estate management, later life planning, personal protection, and business advisory services. Our approach emphasizes transparency, ethical practices, and empowering clients through financial education. We operate under the Financial Conduct Authority's regulation, ensuring adherence to rigorous professional standards. Our team includes certified financial planners who combine technical expertise with a deep understanding of clients' emotional and practical financial needs. We maintain regular portfolio reviews and provide ongoing support to adapt to changing circumstances. Our commitment to client-centric service has earned us numerous testimonials highlighting our approachability, expertise, and the peace of mind we provide. We serve clients across Scotland while maintaining our head office in Lancashire. Our unique value proposition lies in blending technical proficiency with empathetic, jargon-free communication to help clients achieve their financial goals.
Services
Retirement Planning
Estate Planning
Later Life Planning
Personal Protection
Business Advice
Served areas
- Scotland
Highlights and features
- We have over 20 years of combined experience in financial planning
- Our advice is tailored to your specific circumstances and goals
- We operate under strict FCA regulatory standards
- No hidden fees or commission-based products
- Proven track record with numerous client testimonials
Associations and certifications
- Financial Conduct Authority (FCA)
What people say
Personalized approach
Expertise
Trustworthy
No pressure
Regular reviews
Services
Retirement Planning
Our retirement planning service helps clients create sustainable income strategies for their later years. We assess your current financial position, desired retirement lifestyle, and risk tolerance to develop tailored pension solutions. With expertise in tax-efficient withdrawals and inheritance considerations, we ensure your retirement plan adapts to changing circumstances through regular reviews.
Estate Planning
Estate planning ensures your assets are distributed according to your wishes while minimizing tax liabilities. We help create wills, trusts, and power of attorney arrangements to protect your legacy. Our approach combines legal compliance with personalized solutions for family provision and charitable giving.
Personal Protection
Personal protection planning safeguards your family's financial security against unexpected events. We review existing insurance policies and recommend appropriate coverage for life assurance, critical illness, and income protection. Our advice considers both immediate needs and long-term financial implications.
Later Life Planning
Later life planning addresses financial aspects of aging and care requirements. We provide guidance on funding long-term care, managing assets, and legal arrangements for incapacity. Our expertise covers NHS funding options and local authority support mechanisms across England, Wales, and Scotland.
Business Advice
Business advisory services help entrepreneurs protect and grow their enterprises. We specialize in business succession planning, key person protection, and tax-efficient profit extraction strategies. Our approach considers both personal and corporate financial objectives to ensure sustainable business growth.
People
Julie Flynn
Independent Financial Planner
Certified financial coach with 25 years' experience specializing in helping women after bereavement. Combines technical expertise with empathetic guidance to create personalized financial solutions.
Faith Crabb
Trainee Financial Planner
Former teaching assistant transitioning to financial planning, bringing client-focused approach and commitment to helping people achieve financial security through personalized advice.
Questions
How do you tailor financial advice to individual needs?
We conduct comprehensive consultations to understand your personal circumstances, financial goals, and risk tolerance before developing customized solutions.
What financial planning services do you offer?
We provide retirement planning, estate management, later life planning, personal protection, and business advisory services tailored to your specific requirements.
Are you regulated by financial authorities?
Yes, we operate as an Appointed Representative of Becketts Financial Services Ltd, regulated by the Financial Conduct Authority under reference 409051.
Do you work with clients outside Lancashire?
While based in Lancashire, we provide services to clients across Scotland and can arrange remote consultations for those outside our immediate area.
How do you handle investment portfolio management?
We create diversified, tax-efficient portfolios aligned with your risk profile and review them regularly to ensure they remain appropriate as market conditions and personal circumstances change.
Can you help with financial planning after bereavement?
Yes, we specialize in supporting clients through financial transitions following bereavement, with particular expertise in helping women navigate these challenging circumstances.
Reviews (11)
Jacob Dodson
May 03, 2022
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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
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First impressions of Becketts and Dominic is very good, he breaks everything down and explains it all in simple terms, helping you understand and giving you full confidence to make the best decisions for yourself. Hope to work with Becketts and Dominic more in the future
Mrnji
Sep 20, 2021
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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
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Always a pleasure going to see Dominic and his team. Six monthly review covered all the questions I had, and funds performing very well. As usual everything explained in simple terms and a long term outlook taken when advising on potential financial decisions. Very happy with the service I get.
Alan Watkinson
Sep 16, 2021
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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
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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
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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
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After receiving help from Dominic recently with pension planning I cannot recommend Becketts highly enough. He dealt with my enquiry so efficiently and gave me all the help I needed to get started. A very kind and respectful company, I would not hesitate to go to them again in the future.
Dorothy Lawton
Apr 16, 2021
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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
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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.