The summer edition of our newsletter tends to be awash with stories of sunshine and travel…
With our team across Poulton and in the Pennines nearing twenty – we’re in the midst of comings and going as colleagues take well-deserved breaks over the school holidays.
Keeping on top of everyone’s travels is a task in itself! But that’s how things go as there are more and more events to remember and keep on top of – cycling trips, golf trips, pádel trips, all-inclusive trips, do-everything-around-Lancashire trips, the list goes on…
Is there a segue here into the advantages of making the complex simple and how having too many plates to spin can leave you feeling a bit dazed and scratching around for the right answer?
Probably yes – but this is the Team News!
That said, the quality of our advice and the way we go about supporting clients has once again been recognised at industry level – with us being shortlisted for “Advice Firm of the Year” at the upcoming Money Marketing Awards in September, which we are extremely happy to be in the mix once again.
We previously won this award in 2022 (national, if we didn’t say!), and, along with being shortlisted last year in a different category, we are certainly proud of our consistency and commitment to running the best possible financial planning practice in the country.
Unfortunately we have been hit with bad weather for our “Becketts Rambles” team walks recently – with our next outing due to take us around Hurst Green and Stonyhurst in September.
If you’re a keen walker, we’d love to hear your suggestions for future routes!
And whatever your plans are for the remainder of the summer – we hope it’s a good one!
If you’ve ever spent time in our waiting room at Beckett House, you’ll have seen that we have a number of travel books in there – we love hearing about your adventures, so don’t be shy in telling us how nice it was!
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