Welcome to Becketts. Current holders of "Advice Firm of the Year" by Professional Adviser magazine. We're an ambitious, family-run financial planning-led wealth management firm. We thrive on making complex ideas simple and putting clients' interests first.
The Becketts way
We’re not shy to say it. We believe we have the best team of financial planners in the UK.
Our team is made up of puzzle solvers, strategic thinkers and born collaborators. What unites us is our drive to deliver the best possible returns for our clients and to fight tooth and nail for their wealth and security.
Our holistic approach
We believe effective wealth growth starts with a solid financial plan. That’s why our advisers are backed by an in-house team of investment professionals. They work closely together to keep your plans on track, which means no crossed wires, no outsourcing fees, and a laser focus on your goals.
Our push for excellence
We’re not satisfied being the best. We always want to do better. This means forging a culture where effective collaboration and lateral thinking are celebrated. We strive for continual improvement in everything we do and see “going the extra mile” as a natural part of our daily journey. These tenets are embodied in the Japanese concepts of Kaizen and Omotenashi, which form the core of our working philosophy.
Our commitment to clients
We don’t just forge relationships with clients – we treat them as equal partners and valued members of the Becketts family. Our advisers each take on a limited number of clients to ensure every account is given the attention it deserves. We’re proud of this approach because we know it works.
Service worth shouting about
Don’t just take our word for it. We’re proud to be recognised both regionally and nationally for our professionalism, quality of advice and focus on driving industry standards forward:
Corporate Chartered status (CII)
2018 | 2019 | 2020 | 2021 | 2022 | 2023
Adviser Firm of the Year - Professional Adviser Awards
Winners - 2023
Advice Firm of the Year - Money Marketing Awards
Winners - 2022
Adviser Firm of the Year (North West) - Professional Adviser Awards
Winners - 2021, 2023 | Finalists - 2022
Next Generation Firm - Money Marketing Awards
Winners - 2022 | Highly Commended - 2021
Professional Services Business of the Year - BIBAs
Winners - 2023
Family Business of the Year - BIBAs
Finalists - 2021 | 2022 | 2023
New Model Adviser Top 100 Firm
2015 | 2017 | 2020 | 2021 | 2022 | 2023
Small Business & Professional Services - Lancashire Business View Red Rose Awards
Finalists - 2022 | 2023
The Becketts dream team is an exclusive club. We only hire people who share our focus on integrity, excellence, respect, inclusion and collaboration.
And with top-flight staff comes top-flight qualifications. As well as holding Corporate Chartered status since 2018, we’re certified for our operational excellence by the British Standards Institution (BS8577:2012). Some firms have attained one or the other, but we’re one of a select few to have achieved both.
Plus, we’re proud to have three PFS Fellows amongst our leadership team. Qualifying for Fellowship is serious business. It represents the industry’s gold standard for client care, ethical practice and professional standards.
Let's make the most of it!
It’ll all start with a cuppa and a chat.
Either over Zoom or at our office, we’ll answer your questions. No commitment. Simply give us a call or complete our form on our contact page and one of our team will get in touch.