ohn is a Chartered Financial Planner and Fellow of the Personal Finance Society, the highest accreditations awarded by our professional body, the Chartered Insurance Institute. With over thirty years experience in our industry he is widely recognised as one of the UK’s leading exponents in providing independent financial advice, whether to businesses concerning their employee benefits programmes and other corporate financial planning requirements, or by way of wealth management solutions for individuals. The quality of his exceedingly loyal client bank is testament to John’s high standards and attention to detail. In his spare time John is a fitness fanatic and he has a keen interest in sport in general.
en joined Becketts in 2010 and was promoted to Director of Private Clients in 2015. He is a member of the Chartered Insurance Institute and, through examination, is a Fellow of the Personal Finance Society and Chartered Financial Planner. He is a Registered Individual with the Financial Conduct Authority and authorised by Beckett Financial Services Limited.
As a senior member of BFS Private Client team, he specialises in advising individuals and business owners on wealth management, tax and estate planning matters. With what little spare time Ben has, he spends with his young family and if time permits, and the weather, he plays the odd round of golf – and it is!
eter joined Becketts in September 2013 and has 15+ years financial services experience working with both commercial and personal clients. He is a Registered Individual with the Financial Conduct Authority and is authorised by Beckett Financial Services Limited to provide independent financial advice to clients with pension, retirement or protection needs.
Outside of work, Peter’s time is devoted to his family and enjoys running.
avin joined Beckett in 2015 with over seventeen years’ experience in financial services. His career began in 1997 at Cook Sheppard Pinhey, Ipswich, where he was mentored in the importance of holistic financial planning. In 2014, Gavin won the ‘Prize Committee Award for Excellence’ from the Chartered Insurance Institute of Ipswich, Suffolk and North Essex. He is a Chartered Financial Planner and Fellow of the Personal Finance Society, the highest accreditations awarded by our professional body, the Chartered Insurance Institute. Gavin is a Registered Individual with the Financial Conduct Authority and authorised by Beckett Financial Services Limited.
awn’s Financial Services experience spans 25 years and for the last 15 years she has been a member of the Beckett Financial Services in-house administration team. Having gained a range of expertise in both Private Client and Employee Benefit work, her current role is supporting our senior consultants.
T: 01284 773734
ohn started working at Becketts over 20 years ago and specialises in providing financial planning for high net worth individuals. He is an Associate of the Chartered Insurance Institute and a Chartered Financial Planner. He was appointed as Associate Director of the Private Clients Team at Becketts and has been involved with the training and development of other advisers, and contributing to technical areas and investment committees. He is a designated Drawdown Specialist and Occupational Pension Transfer Specialist. John is an enthusiastic fisherman and also enjoys watersports, hiking and cooking.
ouise rejoined Becketts in January 2015 as Consultant Support in the Private Clients Team having worked between 2002 to 2008 as HR/Payroll Office. Louise brought with her 25 years experience working in both finance and administrative roles.
Outside of work Louise now enjoys gardening, cooking/socialising and reading but previously spent eight years volunteering as a Citizens Advice Bureau Adviser.
aul entered the financial services profession in 1977 and having spent the first 10 years working with two major insurance companies in London he has been an Independent Financial Adviser for the past 27 years.
Paul is a Registered Individual with the Financial Conduct Authority and by examination holds the designation Dip PFS.
Having spent sixteen years with the Beckett Group between 1992 and 2008 Paul has just returned to the company in the role of a Senior Consultant. Although he advises his clients on various aspects of tax and financial planning he has tended to specialise in the area of pensions and retirement planning.
Outside of work Paul’s interests include music – both his sons perform in the same band – cartooning and golf. Indeed it is often said that his golf is a bit Mickey Mouse…
T: 01284 773761
M: 07525 276956
ess joined Beckett’s in 2012 and supports the Private Client consultants. She holds the Certificate in Financial Planning from the Personal Finance Society, and is an experienced para-planner.
Jess enjoys being a new mum to Poppy and days out with her family.
T: 01284 773733
cott joined Becketts in 2014 and quickly progressed to a Private Client Support role where he worked alongside the Private Client Consultants on a day to day basis. Scott was promoted to a Consultant Support role in August 2015 and works closely with Associate Director John Horsman. He has nearly gained his CII Diploma in Regulated Financial Planning having completed exams in Investment Principles & Risk, Personal Taxation, Financial Protection and Regulation & Ethics.
Outside of work, football is Scott’s main interest and he is a long suffering Ipswich Town fan.
T: 01284 773777
imon began his career at an insurance company nearly thirty years ago administering pensions and, subsequently, held senior positions at global accountancy firms and private banks in the City.
He established the corporate pensions department at the then largest ethical-focused IFA and maintains a keen interest in ethical investing for clients. More recently, Simon became a trustee for a homeless charity in Ipswich which complements his interest in ethical investments.
Simon holds a range of Financial Planning Qualifications including those in Advanced subject areas. He is a Registered Individual with the Financial Conduct Authority and is authorised by Beckett Financial Services Limited to provide independent financial advice to clients.
Outside of work Simon is a keen motorcyclist, poor golfer and lapsed drummer!
T: 01284 773741
M: 07801 594297