Beckett Financial Services Company Research Report

Company Overview

• Name: Beckett Financial Services Limited

• Mission of the Company: Becketts aims to provide expert financial advice with a holistic service approach to ensure clients achieve their financial objectives, whether they are private individuals or companies.

• Founded: The company was established in 1988.

• Founder: No information is available.

• Key People:

• Samantha Owen, Director of Beckett Asset Management

• Tony Yousefian, Portfolio Manager

• Headquarters: Dettingen House, Dettingen Way, Bury St. Edmunds, Suffolk, IP33 3TU, United Kingdom.

• Number of Employees: 110 members of staff.

• Revenue: No information is available.

• Known for: Providing comprehensive independent financial advice, investment management, and employee benefits services. Becketts is noted for its commitment to diversity, inclusion, and maintaining high standards of professional practice.

Products

• Private Clients: Offers independent financial advice to help clients remain on course with their financial goals, focusing on personalized investment strategies and solutions.

• Employee Benefits: Develops and manages employee benefit packages for organisations, helping them align their offerings with organizational values.

• Investment Management: Provides discretionary managed portfolios tailored to client needs, ensuring the achievement of investment objectives with a dedicated management service.

• Ethical Growth Portfolio:

• Description: Recently launched, this is an investment portfolio focused on long-term returns while adhering to ethical investment values.

• Key Features:

• Diversified across numerous asset classes and geographical locations deemed ethical.

• Excludes investments in sectors associated with human rights abuses and environmental concerns.

• Focus on risk assets, such as equities, aligning with sustainable and ethical principles.

Recent Developments

• New High-Growth Ethical Portfolio Launch: Beckett Asset Management launched an 'Ethical Growth' investment portfolio designed for sustainable long-term returns. It aligns with ethical principles, focusing heavily on equity-based assets.

• Waveney Valley IFAs Acquisition: Beckett Investment Management Group acquired Waveney Valley Independent Financial Advisers Ltd, which enhances their advisory capabilities.

• Awards and Recognition:

• Top 100 Firm for 2024: Recognized by New Model Adviser as one of the UK's top financial advice firms.

• FTAdviser’s Top 20 Financial Advisers for 2024: Recognized for excellence in financial advisory services.

• One of the UK’s Best Workplaces: Highlighted for fostering an exceptional work environment in financial services and insurance for 2024.

• Chartered Status: The firm has been awarded Chartered Status by the Chartered Insurance Institute (CII) since 2011, denoting the highest standards of professionalism and capability.

• B Corporation Certification: This certification underscores Becketts' commitment to high social and environmental performance, along with transparency and accountability. It includes a focus on diversity and inclusion initiatives, supported by their Social Impact Portfolio.

• Carbon Charter: Achieved Silver level recognition under the Suffolk Carbon Charter for efforts in reducing carbon emissions and supporting sustainability practices.

Summary

Beckett Financial Services Limited stands out as a leading provider of financial advice, investment management, and employee benefits in the UK. With a strong emphasis on ethical investing through their new portfolio, combined with a consistent focus on sustainability and professional excellence, Becketts continues to expand its influence and maintain its reputation for high-quality service in the financial services sector.