Leading Adviser 2019

Acquisition International - Leading Adviser 2019 149 Jul19367 Acquisition Internatio al - Issu 8 2019 71 Jul19367 Committed to Excellence Beckford James are independent Chartered Financial Planners. The firm were recently selected in AI’s Leading Adviser 2019 where they were recognised as the Leading Independent Chartered Wealth and Pension Planners of the Year, UK. Following this win, we profiled the firm and caught up with Managing Partner, Joseph Maguire who showcased the secrets behind the company’s remarkable success. s Independent Chartered Financial Planners, Beckford James are independent in terms of ownership and in their ability to work across the whole market to find the most suitable solutions for their clients’ needs. Today, the firm’s chartered status is a reflection of the team’s commitment to professionalism, strong ethics and development, all of which translate into high quality financial planning for their loyal clients. At Beckford James, the firm’s core service is financial planning. Going into further detail about other areas the firm specialises in, Joseph begins by informing us of Beckford James’ specialist areas, as well as the clients they serve. “Here at Beckford Jame, one of our key areas of specialist advice is Retirement Planning and sustainable Income Withdrawal strategies, which in turn lead to technical advice in areas such as Personal Injury and Clinical Negligence awards, income and asset management in Divorce and Dissolution of Civil Partnership cases, advising Elderly Clients and Long Term Care Planning and work as Pension Transfer Specialists. “Many of the services we provide are for primarily private clients with some corporate clients. However, the latter often being a spin off from advising the directors in a private capacity, and many customers come to us through existing clients or via specialist referral.” Supporting the firm in their mission to offer an award-winning, personalised service, is the experienced, hard-working and committed team which forms the backbone of Beckford James. When discussing the internal culture, Joseph is keen to highlight the significant role the team play in the overall success of the firm. A “Great client service is at the core of what we try to achieve. Which is why you are unable to deliver a truly good service if your staff are not bought in to the same philosophy. This in turn leads to a strong culture of cooperation and interaction internally.” Looking ahead to what the future holds for the firm, the team at Beckford James will continue to deliver an impeccable service, which not only meets the requirements of their clients, but also exceeds their expectations, especially following their recent success in AI’s Leading Adviser 2019 where they righteously awarded the accolade Leading Independent Chartered Wealth and Pension Planners of the Year, UK. Bringing the interview to a close, Joseph signs off by revealing the exciting plans which lie in the pipeline for Beckford James, touching on how the team hope the firm will grow in the years to come. “Beckford James has grown at over 20% a year since inception 10 years ago. Moving forward, we will continue on this trajectory and are now looking to groom the next generation of management to continue this journey. As part of this plan, we also are one of the few firms who take on trainees and invest in them, taking up to four years to achieve a fully qualified adviser.” Contact: Joseph Maguire Company: Beckford James Chartered Financial Planners Address: Queen Square House, Bath, BA1 2LL, United Kingdom Telephone: 01225 437600 Web Address: www.beckfordjames.com “Beckford James has grown at over 20% a year since inception 10 years ago. Moving forward, we will continue on this trajectory and are now looking to groom the next generation of management to continue this journey.” Leading In ependent Chart red Wealth and Pension Planners of the Year, UK