The opening paragraph of our Christmas newsletter saw us trying to shake off the wind and rain of early winter – well, we’re here again in late winter!
This time though, we’re looking for green shoots of growth – be it economic, professional or just some warmth!
From our own perspective, we have grown our team up to 10 here at Beckett House – the largest we’ve ever been – bolstering our support team across Beckett FS and Becketts Connect. Welcome Nick and Keren!
Nick has moved across from the Mortgages and Protection side of life after eight years, and starts on his Financial Planning pathway under the Becketts Connect team.
Keren received a BSc from UCLan in 2022 and having following up her interest in science since, the lure of working in one of the region’s leading professional service firms was just too great!
As promised in our December newsletter, that “we will continue to seek improvement in every facet of our business, while retaining our family values” – with two new high-quality hires from the local area, we’re well underway!
This space also tends to be the place where we announce any award wins or professional recognition – however before our next newsletter we will know whether we have retained our Professional Adviser Firm of the Year award – having been shortlisted again for the award.
We will also be in attendance at next month’s Lancashire Red Rose Awards held at the Winter Gardens, shortlisted in the multi-industry Professional Services of the Year category.
If you don’t already, follow us on social media for our latest news and thought-pieces, on Facebook, LinkedIn and Instagram.
As ever, if you feel moved to provide any feedback about the quality of the professional services you receive – either directly to your adviser or straight onto Google as a review – we would be hugely appreciative. If you don’t have a Google address, you can always just drop us an email with some comments and we’ll do the rest!
