About Us...
Our company is committed to providing a customer care focused service to our clients building up long term relationships with both individuals and families, looking after their financial needs, often over several generations.
Our clients are spread throughout the UK however we would like to develop new clients more locally.
We moved to Diss (Mere Street, above Costa Coffee) in August 2010, with over 25 years experience, our aim is to find a solution to your financial requirements. Whether it is a review of an existing investment policy, or you wish to look at new investments and savings, then we have a wealth of experience and up-to-date technology to undertake a review.
Over recent years, we have developed an Investment Reporting Service, offering quarterly investment report, produced within a few days of the report falling due. These reports show all your polices in one place and more importantly, show which investment have increased and which have not.
Are you near to retirement? I can help you make the right decision. Looking at were you are invested and help to find the best Annuity.
Robert Beck Financial Services Ltd is an established Company offering Independent Financial Advice. We provide advice on a broad range of financial products and services and with the increasing public concern about environmental issues we offer a specialist service in ethical and socially responsible investments.