FTAdviser’s Top 20 Financial Advisers for 2024
Beckett Financial Services has been recognised as one of the leading financial adviser firms in the UK by FTAdviser‘s prestigious 2024 rankings, unveiled on 25 September 2024.
This year’s rankings were shaped by several factors, including the significant regulatory shifts introduced by the new Consumer Duty and changes to tax policies, which drove a surge in demand for financial advice. Despite these challenges, Beckett Financial Services demonstrated strong business inflows and client retention, key metrics that contribute to the rankings.
According to FTAdviser, firms were evaluated based on a rigorous methodology that included six core metrics: gross new business inflows, client retention, staff qualifications, accreditations, firm experience, and net sales.
Becketts’ continued focus on client success and its adaptability in the face of regulatory and market changes have contributed to its prominent placement in the rankings.
“We are honoured to have secured the 6th spot among the UK’s top financial advisers,” said Ian White, CEO of Beckett Financial Services. “This recognition is a testament to our team’s hard work and our unwavering commitment to providing expert advice that helps clients secure the right financial future outcomes.”
The financial advisory industry experienced notable shifts over the past year, with changes such as the abolition of the lifetime allowance that have significantly impacted financial planning. Many firms, including Beckett Financial Services, saw strong inflows as individuals sought guidance on these major policy shifts, reinforcing the firm’s trusted position in the market.
