Beckett Investment Management have been awarded “Chartered Financial Planners” status for the seventh year running by the industry’s professional body, the Chartered Insurance Institute.
Chartered status is an exclusive title only awarded to firms which meet rigorous criteria relating to professionalism and capability. It is awarded by the CII using a points-based system with a minimum entry requirement of 50 and Beckett’s achieved 120 points. All Chartered Financial Planners commit to the CII’s Code of Ethics, reinforcing the highest standards of professional practice in their business dealings.
“We’re a small firm yet our staff have taken 34 professional exams in the last 12 months,” said Ian White, Managing Director at Beckett’s. “We’ve always invested heavily in training and so it’s gratifying that professional qualifications are recognised in this way. That’s what makes it particularly special for our firm this year.”