As we continue to build as a company, we are growing in both size and skill. In the last few months, our Associate Planner, Mark Brown, passed his Diploma in Regulated Financial Planning (DipPFS), we have brought in a new Financial Administrator, Sarah Edwards, and we have also retained our Chartered Financial Planners status for another year. We are also currently undergoing a joint online marketing campaign with the Chartered Insurance Institute (CII) to promote our Chartered status to small businesses, which you can also find details of by following us on LinkedIn. Mark and Ben have also recently taken their first Chartered level exams.
Our build up to Christmas sees the Becketts’ advisers attend the NextGen Planners conference in Manchester, which promotes forward-thinking best practises among modern, growing “Next Generation” IFA firms. We will be welcoming a new arrival in November – stay tuned for that, Andrew’s first baby.
