Bury St Edmunds-based Beckett Financial Services has been ranked as one of the UK’s top 100 independent financial advisers by respected industry magazine, New Model Adviser.
The Top 100 celebrates the best of the professional financial planning community and is calculated using a range of measurements including revenue and profitability, recurring income levels, professional qualifications and commitment to the profession.
“This is the second year our firm has been recognised,” said Ian White, MD at Beckett. “We’re particularly pleased because New Model Adviser has taken into account the proportion of profits that advisers are reinvesting in their firms. That’s what sets us apart from our peers.”
New Model Adviser news editor Jun Merrett added: “This year, we have placed a particular focus on advisers who are growing their businesses in a sustainable and client-centric manner.”