Top 100 Firm for 2024
We are delighted to share that Beckett Investment Management has been recognised as one of the Top 100 financial advice firms in the UK by New Model Adviser (part of Citywire) for 2024. This prestigious accolade is a testament to our ongoing commitment to delivering excellence in financial planning and wealth management.
What Does This Recognition Mean?
The New Model Adviser Top 100 highlights the most innovative, client-focused, and forward-thinking firms in the UK’s wealth management industry. Selection is based on a range of criteria that reflect the highest standards of service, including:
- Highly qualified and experienced professionals who provide tailored advice.
- A strong and dynamic investment proposition that evolves with client needs.
- Effective use of technology to deliver outstanding client experiences.
- Commitment to professional development and ethical standards.
- Dedication to client education and empowering clients to make informed decisions.
Being named among the Top 100 firms acknowledges our team’s hard work and the trust placed in us by our clients.
Why Becketts?
Our mission is to provide personalised financial solutions that help clients achieve their goals with confidence. We believe in building strong relationships and creating strategies tailored to individual needs, underpinned by integrity, innovation, and expertise.
Our focus areas include:
- Client-first service: Everything we do revolves around delivering exceptional outcomes for our clients.
- Innovation: We continually enhance our services through technology and forward-thinking approaches.
- Sustainability and ethics: Supporting long-term financial health while aligning with the values that matter most to our clients.
This recognition reinforces our belief in providing the highest level of service and inspires us to keep striving for excellence.
Looking Ahead
Being named one of the UK’s Top 100 firms by New Model Adviser motivates us to continue leading the way in financial planning and wealth management. As we navigate an ever-changing financial landscape, we remain committed to helping our clients achieve their financial aspirations while embracing new opportunities and challenges.
