Wealth & Finance Finance Awards 2015

www.wealthandfinance-intl.com 29 Beckford James LLP Best Independent Chartered Financial Planners - UK Beckford James believes that the use of client centred financial planning combined with investment independence, allows them to work across the whole market to find high quality solutions for their clients. Company: Beckford James LLP Email: [email protected] Address: Queen Square House Queen Square Place Bath BA1 2LL Telephone: 01225 437600 Offices in Bath, Birmingham, London At Beckford James we believe in developing long-term working rela- tionships with our clients. At the core of this relationship is an under- standing of their financial needs and attitude to risk underpinned by a process based on reliability and transparency. Our financial planning service is based on gaining a thorough under- standing of their financial situation, goals and attitude to investment risk. Our services cover a wide range of financial planning needs such as pension planning, savings and investment management, trust and estate planning and long term care planning. But the initial planning is only the start of the relationship and the key to successful planning is an on-going service to ensure that their attitude to risk and their finan- cial needs and goals stay on track. Through our use of independent, fee-based services and of working closely with clients and their professional representatives, we are trusted wealth advisers to many clients, allowing them to plan for their financial future. Furthermore, we consider that our chartered status is a reflection of our commitment to professionalism, embodied by ethics and learning, all of which translate into high quality financial planning. Genuine professional- ism has never been so valued or so necessary. The Chartered titles award- ed by the CII are steeped in history, but they remain today’s “gold standard” of excellence and integrity. Granted by the Privy Council, the high standard required is currently met by only a few hundred firms across the UK. Chartered firms must also follow a demanding ethical code of practice, placing the clients’ interests at the heart of the advice they give. A Chartered title is a commitment to an overall standard of customer excellence and professionalism. When you use a chartered firm, you know that you are dealing with proven professionals, committed to developing and maintaining knowl- edge and capable of delivering the highest quality advice. At Beckford James we have made a commitment to technical and professional development of staff, and to the continuous professional development throughout the firm, including attaining the highest qualifications.