Business sale
We have sold our business and now have excess cash to invest.
For accountants
Helping Accountants Deliver More Value to Their Clients.
I work alongside accountants to help business owners, professionals and retirees make informed decisions about pensions, investments, protection and estate planning.
My goal is simple: complement your expertise and help clients achieve better financial outcomes.
Adviser with Julian Harris Adviser Network Limited
Clear, jargon-free client conversations
Local adviser covering South London and beyond
Ongoing service and review process
Quick overview
A simple way to support clients who need joined-up advice.
The page gives accountants a clear introduction to how the referral relationship works, the clients who may benefit, and the types of financial planning questions I can help answer.
Common client questions
7 questions accountants hear every week
These are the moments where a trusted financial planning conversation can help clients move from uncertainty to a clearer next step.
Pensions
Are our pensions scattered everywhere and have we lost track?
Protection
How much life insurance should we actually have?
Inheritance tax
Can we reduce a potential Inheritance Tax liability?
Investments
Is our investment portfolio still appropriate?
Retirement
How do we take income tax-efficiently in retirement?
Old workplace pensions
Should we transfer old workplace pensions?
Planning support
Ways I can help your clients
Support is designed to complement the accountant relationship rather than replace it.
Protection planning
- Life insurance
- Critical illness cover
- Income protection
- Business protection
Retirement planning
- Pension consolidation
- Pension reviews
- Drawdown planning
- Retirement cashflow modelling
Investments and wealth management
- ISAs and General Investment Accounts
- Investment management
- Tax-efficient investing
- Regular portfolio reviews
Estate planning
- Inheritance tax planning
- Trust referrals
- Intergenerational planning
- Family wealth planning
Business owners
- Director retirement planning
- Key person protection
- Shareholder protection
- Extracting profits tax efficiently
Referral fit
Clients you may wish to introduce
A useful introduction is usually where a client needs specialist financial planning input alongside the accountancy advice they already trust.
Business owners approaching an exit
Clients holding significant cash reserves
Directors with excess profits
Individuals nearing retirement
Families concerned about Inheritance Tax
Clients requiring investment advice
Clients with multiple pension arrangements
Individuals seeking protection planning
Widows or widowers reviewing finances
Clients requiring ongoing wealth management
Referral process
Transparent referral and communication process
Communication is maintained with the accountant throughout the process, subject to the client consent.
Introduction
The accountant introduces the client by email.
Discovery meeting
A complimentary initial consultation to understand the client circumstances and objectives.
Regular updates
The accountant is kept updated on progress where appropriate and with the client consent.
Continued collaboration
The relationship stays joined-up where it supports better long-term client outcomes.
Clear decisions
Turning financial complexity into clear decisions.
Helping clients make confident, informed decisions about their financial future while complementing the valuable work their accountant already provides.
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.