In the summer, Andrew McLoughney joined Becketts “properly”, having been the project manager and lead renovator at Beckett House in 2021. Joining as a Trainee Financial Planner, Andy intends to convert his passion for investment markets and shrewd financial management into a successful financial planning career – shadowing co-Director James Thompson as he undertakes his Diploma-level exams. It also means our ratio of family in the business has increased, again!
As you may have seen from our social media and recent newsletter – we are thrilled to be named the Money Marketing Advice Firm of the Year, as well as winners of their Next Generation Advice Firm of the Year to boot!
From co-Director, Dominic, “Receiving industry recognition on a national scale, for our hard work and commitment in providing our amazing clients with the best planning and wealth management possible, is incredibly rewarding. It’s one of my proudest working moments – it’s been a huge team effort and an incredible result for a firm size.”
Fellow co-Director, James, added, “It’s been a massive team effort to get to this point – it’s an amazing result”
Becketts were also finalists again at the multi-industry Lancashire BiBAs in “Family Business of the Year”, unfortunately this was one we didn’t win – however being two-time finalists in a multi-industry setting continues to demonstrate that we can also rub shoulders with the best that Lancashire has to offer in terms of company culture, client service and performance.
Furthermore, with one of our key business philosophies being continuous improvement, we see it not as a time to sit on our laurels, but to continue building and investing in our client services – including the recent recruitment of Adam Carolan as ‘Head of Growth’ – to ensure we continue to offer the highest level of quality, diligent and unobtrusive financial-planning led wealth management in the country.
Adam previously worked at Xentum Financial Planners in Cheshire, working up to Fellowship level and establishing NextGen Planners, a training and community platform for the next generation of financial planners. It was a perfect match that Adam became part of the Becketts team to help build a great family-owned financial planning business for the future of our clients and the team.
With that, we hope that you, our clients, join us on that journey and if there’s anyone else you feel would benefit from working with the Advice Firm of the Year recipient, please don’t hesitate to get in touch.
Further to that, being able to demonstrate “fair value to clients” is a key determinant of a successful (and compliant!) financial advice firm. So if you feel moved to give us feedback to us – preferably by way of a Google review – please do keep them coming! They are hugely appreciated by all the team here.
