Becketts offers wealth management and financial planning to private clients on an independent basis, and provides employee benefit consultancy to corporate clients. The firm has been supporting clients in the construction of sound financial plans since 1988 and manages more than £1bn of assets through a number of investment strategies including a Social Impact Portfolio.
Keywords: Wealth Managment,Financial Adviser,Norfolk,Suffolk,Social Impact Portfolio,IFA,Becketts,Cambridge
Sector: Service with Minor Environmental Footprint
Size: 50-249 employees
B Corp Certified – Impact Score: 105.6