Beckett Financial Services announces countdown to the launch of it's new client wealth management service Apr 07

One of the UK’s leading advisory firms, Bury St Edmunds based Beckett Financial Services, sets 1st May as the launch date for its new wealth management service.

 

In a bold vision of the future Beckett Financial Services said that the launch of the Beckett Wrap represented the firm’s total commitment to offering its clients the very best in a wealth management service. The launch of the service is a core part of the Beckett client offering that follows a clearly redefined strategy for the business that has involved a significant investment in new systems and the appointment of key executives within the business.

 

Commenting on the new service Chris Barnes, Managing Director of Beckett said “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 don’t 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.”

 

Chris continued “The days of merely arranging products on behalf of a client are drawing to an end. The FSA’s principle of Treating Customers Fairly quite rightly expects far more from the Adviser.

Our Wrap Wealth Management Service will deliver one of the most efficient and rigorously tested means of managing part or all of a client’s wealth.”

 

Becketts have chosen Standard Life as their Wrap enabler after a two month due diligence process that reviewed 11 offerings currently available within the platform provider sector.

 

Tim Hines, Head of Wealth Management for Becketts, said “Our choice of Standard Life to support our Branded Wrap Account was based on our desire to partner with the best in the market; the recent independent Adnitor awards confirmed our decision, with Standard Life being awarded ‘Best UK Wrap Platform Provider’. Standard Life is well aware of its responsibility to continually evolve its service to keep our business. We have a formal review process in place designed to ensure that we only ever partner with the best wrap enabler”

 

Tim Hines, Associate Director – Wealth Management

Tel: (Office) 01284 754500 (Mobile) 07806 559499

Email: tim.hines@beckettinvest.com