Welcome to Becketts. Current holders of "Advice Firm of the Year - North West" 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.
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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.
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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.
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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.
We're transparent
We're progressive
We're dynamic
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:
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Corporate Chartered status (CII)
2018 | 2019 | 2020 | 2021 | 2022 | 2023
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Adviser Firm of the Year - Professional Adviser Awards
Winners - 2023
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Advice Firm of the Year - Money Marketing Awards
Winners - 2022
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Adviser Firm of the Year (North West) - Professional Adviser Awards
Winners - 2021, 2023, 2024 | Finalists - 2022
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Next Generation Firm - Money Marketing Awards
Winners - 2022 | Highly Commended - 2021
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Professional Services Business of the Year - BIBAs
Winners - 2023
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Family Business of the Year - BIBAs
Finalists - 2021 | 2022 | 2023
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New Model Adviser Top 100 Firm
2015 | 2017 | 2020 | 2021 | 2022 | 2023
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Small Business & Professional Services - Lancashire Business View Red Rose Awards
Finalists - 2022 | 2023 | 2024
I have been with Becketts for a few years now, they have always been both professional and caring, helping me plan for my retirement and also protecting me against any problems or concerns I may have with market fluctuations. It’s like having a financial adviser friend in the family.
After receiving help recently with pension planning, I cannot recommend Becketts highly enough. They dealt with my enquiry so efficiently and gave me all the help I needed to get started. A very kind and respectful company, I would not hesitate to go to them again in the future.
Highly professional with excellent communication; applying patience, consideration and understanding to individual needs. Highly recommended.
I can’t praise Dominic and the team at Becketts enough for the way they have helped my sisters and myself through a difficult time. Not only have they given us sound advice on investments, they have made us feel very safe even in these uncertain times.
Uniquely qualified
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.