Mike Beckwith
BSc, MBA, FPC
For nearly 40 years, I’ve helped people from all walks of life make smarter financial decisions. Over that time I’ve worked with individuals and families across a range of countries and jurisdictions, primarily from bases in the UK and Australia. I understand how important sound financial planning is for families, and I believe good advice should always be clear, practical, and grounded in real life.
If you’d like to discuss your own situation, feel free to get in touch for a no-obligation meeting.
About
I started my career as a graduate in London and soon found myself in Australia, working with AMP and later setting up Westminster Financial Group for lawyers in Sydney. When I returned to the UK, I helped build Prudential’s private financial planning division before launching my own chartered firm, managing around £200 million for clients and embracing early cash-flow planning and modern investment tools. That business was eventually sold to Aviva.
After a short career break, I’m excited to be building a new financial planning firm—one that’s personal, forward-thinking and focused on giving clients real clarity and confidence in their financial future
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
Addresses
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
