The Bury St Edmunds firm, with 20 authorised individuals including 5 CFPs, says the launch is a core part of its client offering, following a clearly redefined strategy for the business that saw it investing in new technology systems and appointing key executives within the business.
Beckett managing director Chris Barnes says: “It is a clear message to our clients that we are determined to stay at the forefront of solution driven financial services. Investors are increasingly more exacting in their financial planning requirements.
If Advisers do not up their game, they deserve to lose their clients’ business to a rival adviser that can match and surpass the clients’ service expectations. Improving mortality and higher standards of living mean clients need a progressive relationship with a proactive adviser who provides a service that constantly monitors and manages their investments, consistent with their tolerance to risk and financial aspirations.”