Professional Partnerships

Today's professionals are expected to offer a much wider range of advice to their clients and provide a more comprehensive service than ever before. Accountancy and Law practices in particular are frequently asked for additional advice in relation to financial and investment issues. By working together, we can make sure your clients have all the advice they need when they need it most.

Our team working alongside yours

Being able to provide your clients with completely independent financial advice represents real opportunities for your practice. However, finding the resource needed to meet the compliance standards of the Financial Services Authority can be a costly exercise. At Becketts we offer the ideal solution. With nearly 20 years’ industry experience and dedicated teams of specialists in personal and corporate finance, we work with you at every stage, operating as an extension of your own team, to offer your clients an enhanced service.

Individual advice or group seminars

We can work one-on-one with your clients to address their specific needs and make tailored recommendations. Alternatively, we also arrange and run workshops or seminars for groups of clients with similar financial needs. These can be on any relevant subject but are usually based around a combination of subjects. We always work with you in advance to understand your clients' needs and develop exactly the right programme.

For your Private Clients;
• Investment planning
• Retirement planning
• Family and income protection
• Inheritance tax mitigation
• Pension sharing and divorce  For your corporate clients;
• Pension arrangements for employees
• Retirement planning for directors and partners
• Group protection plans such as life assurance, critical illness and income protection
• Key person cover
• Partnership protection
• Shareholder protection
• Loan protection
• Corporate investment 

The support you need from a long-term partner

We pride ourselves on partnerships that last and we understand that successful relationships thrive on trust and support. We provide you and your clients with on-going advice and will keep you informed as new initiatives are launched and legislation changes. After each budget, we issue our own update which helps clients interpret any effects of changes initiated by the Government.

You and your clients will also have access to our library of technical bulletins and case studies which cover a wide range of different subjects and provide great reference material. Most importantly, our friendly and responsive team are on hand with help and advice whenever you need it.