W&F Issue 1 2018

www.wealthandfinance-news.com 20 Wealth & Finance International - Issue 1 2018 Beckford James works with a wide variety of clients in the financial industry, with 80% of the firm typically being private clients and 20% being corporate clients. Outlining the firm’s overall mission, Joseph tells us what steps the firm plans to take to reach its goals. “Here at Beckford James, we believe that all financial advice is only relevant if it is part of an overall plan. As such, we encourage all our clients to engage in strategic financial planning as all subsequent decisions stem naturally from this. We also try to make planning enjoyable and easily understandable rather than leaving clients in a world of jargon.” An integral aspect of the firm’s success is its customer service, with the team ensuring that clients receive only the best service possible. Crucial to this is the company’s internal culture, and Joseph refers us to the five values which are embedded in the culture of the company. “Ensuring our clients come away satisfied, we offer a personal service with an advice team, client service team and administration team who are all focused on clients. Our culture revolves around five core values: treat others as you would like to be treated; make it enjoyable; be courageous; make a difference; work collaboratively. “Translating this into client service requires an increasing commitment to professionalism and encouraging all staff to participate in continuing professional development. This in turn means clients are dealt with by well trained and qualified staff enabling a better level of service.” Commenting on the firm’s financial performance over the past twelve months, Joseph signs off by Beckford James are experienced, independent chartered financial planners. We invited Partner & Chartered Financial Planner, Joseph Maguire to provide us with an insight into the company’s success behind the scenes. Wealth Management for Life. FI170037 Company: Beckford James LLP Financial Planning Contact: Joseph Maguire Contact Email: [email protected] Address: Queen Square House, Queen Square Place, Bath, BA1 2LL, UK Phone: 01225 437600 Website: www.beckfordjames.com hinting at the secrets behind its success and how this sets Beckford James up perfectly to move forward with their ambitions and future projects. “Having been successful for us in the past, we target at least 20% growth per year and have achieved this for the last seven years. We aim to grow organically and the culture fit must be right. “Looking ahead, this year sees major commitment to infrastructure and operational spending to support the growing business and to continue to provide a top level of client service. We also continue to explore other locations but as mentioned above trying to find the right people with the right cultural fit is more important than expansion for expansion’s sake.” “...we believe that all financial advice is only relevant if it is part of an overall plan. As such, we encourage all our clients to engage in strategic financial planning as all subsequent decisions stem naturally from this.”