Simon Bonnett has joined Beckett Financial Services as Senior Consultant to help with the provision of advice to their private clients.
He previously worked at an Essex-based firm where he looked after the wealth strategies of private clients and their families, along with investments for charities and trusts.
“We are delighted that a consultant with Simon’s experience has joined our company,” said Ian White, Managing Director at Beckett’s. “He specialises in areas that are important for our clients such as inter-generational wealth strategies, ethical investment, retirement planning and business succession.”
Simon’s career began at an insurance company nearly thirty years ago and he has held a number of senior positions at global accountancy firms and private banks in the City.
“One of the key reasons I was attracted to Beckett’s was because of their ethical investment portfolio,” said Simon. “Ethical investing is important to me and it was evident that the team at Beckett’s listened to their clients in order to deliver an outstanding portfolio.” Beckett Asset Management’s ‘Social Impact’ portfolio was launched at the beginning of the year and the firm has £275m of client funds under management in all of its portfolios.