Pensions
Plan for a comfortable retirement with tailored pension advice and tax-efficient strategies.
Clear, calm financial advice
A clear plan for your financial life.
I help professionals, families and business owners make confident decisions about pensions, investments, protection and long-term financial planning.
Authorised NetworkJulian Harris Adviser Network Limited
Local & AccessibleSouth London, M4 Corridor & Oxfordshire
Remote MeetingsIn person or virtually, whichever suits you
How I can help
A joined-up approach to your financial life.
Planning in context
See how each decision affects the bigger picture.
Financial planning works best when pensions, investments, protection and future income are looked at together. Clear visual planning helps turn complex decisions into a practical route forward.
Investments
Grow your wealth with investment strategies aligned to your goals, risk profile and values.
Protection
Protect what matters most with the right cover for you, your family and your business.
Estate Planning
Plan today to protect your wealth and provide for the people who matter most.
“Trust, honesty and emotional intelligence is vital when it comes to financial planning. That's exactly what you get from Ben.”
— A. Taylor
An adviser with
Benjamin Beck, an adviser with Julian Harris Adviser Network Limited (FCA 304155), which is authorised and regulated by the Financial Conduct Authority.
Client reviews
See what clients say on VouchedFor.
Who I help
For financially responsible people who want better structure and clearer decisions.
With a calm, non-judgmental approach, I blend financial expertise with coaching techniques to create a space where clients feel truly heard and supported. My advice is always tailored to your values and life stage — helping you gain clarity and confidence in your decisions.
- Professionals with existing pensions, ISAs or investments who want joined-up advice.
- Families who want greater clarity, protection and long-term planning.
- Business owners juggling personal finances, tax efficiency and future planning.
- People approaching retirement who want to understand whether they are on track.
Advice that starts with listening
A calm space to talk through what matters.
Whether you are reviewing your position for the first time or planning the next stage, the aim is to make decisions feel clearer, more structured and easier to act on.
Our process
A straightforward journey to financial clarity.
Structured, calm and easy to follow — from first conversation through to ongoing reviews.
- 01
Discovery
During the initial consultation, we discuss your financial aspirations and set clear, achievable goals tailored to your unique circumstances.
- 02
Research
Based on your goals, I develop a personalised financial plan which may include pension, investment and insurance advice.
- 03
Set Up
Once you are happy with your plan and recommendations, I take care of all the paperwork and liaise with any product provider.
- 04
Ongoing Support
Annual planning meetings to review the past year, look forward and keep your plan aligned as life changes.
FAQ
Questions answered clearly and quickly.
Quick answers before you get in touch.
Professionals, families, business owners and people approaching retirement who want more structure, clearer decisions and joined-up advice.
Yes. Remote meetings are available, alongside in-person support across South London, the M4 Corridor and Oxfordshire.
Pensions, investments, protection and long-term financial planning, delivered in a calm, practical and personal way.
There is an initial call, initial meeting, research and recommendation at my expense, followed by set-up and ongoing service charges depending on the work involved.
Yes. Benjamin Beck is an adviser with Julian Harris Adviser Network Limited, which is authorised and regulated by the Financial Conduct Authority.
My story
A business built around personal service.
Born and raised in Norway, I joined the British Army in 2010 and proudly served until late 2016. Having always had a strong passion for personal finance, I decided to embark on this career path and qualified as a financial adviser.
Previously employed within larger firms, I made the decision to go self-employed in 2024 — delighted to build my own business with a genuine focus on client service. Outside work I enjoy learning, the gym and longer walks to refresh body and mind, and I remain an active Army Reservist.
Norwegian roots
International background and a genuinely personal perspective.
Army discipline
Reliability, organisation and a service-first mindset.
Boutique business
Built around client service, not a faceless process.
Get in touch
Make the first conversation easy.
Call, text, WhatsApp, email or fill in the form below — whichever suits you best.
Get in touch
If you have questions about my services, I try to make it as easy as possible to get in touch.
- Emailben@beck.financial
- Phone07541 832527
- CoverageSouth London, the M4 Corridor and Oxfordshire, with remote meetings available.