Beckett Investment Management Group – Chartered Financial Planners

Experience. Trusted. Responsible.

Expert Financial Advice

Becketts has been helping private clients and companies make the right financial choices since 1988

About Becketts

Few firms can offer the breadth and depth of advice like Becketts. Our holistic service means you can benefit from the highest standards of advice whether you are a private individual seeking investment options or an HR Manager looking to provide healthcare cover to your people.

Private Clients

Independent financial advice to make sure you remain on course to achieve your financial objectives.

We help you make sure you're making the right choices for your future.

Employee Benefits

Demonstrate your organisation's values by delivering the right employee benefits to your people.

We work in partnership with more than 900 organisations, large and small, across the UK.

Investment Management

Our discretionary managed portfolios are designed to meet your needs

Make sure you achieve your investment objectives with our discretionary management service

Becketts is a purpose-led organisation that puts diversity and inclusion at the centre of its culture

Find out more

3436

Satisfied Clients

% Client Satisfaction

Years Supporting Clients

105

Members of staff

Our People

Our clients enjoy the advice of some of the most highly qualified and experienced Consultants in the industry. Click on the + sign to view the people in each team.

Management Team

Ian White

Chief Executive Officer

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Ian is a Chartered Accountant who was originally Group Finance Director of the Beckett Group until 1999. He is now Chief Executive Officer after undertaking finance roles in EDF and DHL and then more latterly as a Director in the healthcare sector for privately owned groups together with private equity.

Ian is passionate about building teams to deliver excellent customer service and developing innovative solutions to meet customer needs.

All of Ian's spare time is taken up driving his two daughters around the country to compete in show jumping competitions.

Gavin Wood

Head of Private Clients

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Gavin 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.

Tracey Gloyne

Director of Employee Benefits

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Tracey has spent most of her career in the employee benefits sector advising clients from High Street Brands to local SMEs with the same goal, regardless of size, to provide an exceptional customer experience. Tracey holds a range of Financial Planning Qualifications including those in Advanced subject areas. Having been regulated with the Financial Conduct Authority, Tracey’s attention to detail and getting it right first time approach ensures clients receive a high level service. Tracey has amassed a wealth of knowledge and experience in employee benefits which she is now able to share with her team. Tracey is focused on both the career development of her staff and strengthening Becketts position as a Great Place to Work. With offices in Bury St Edmunds, Norwich and Ipswich the goal is to become the premier Employee Benefits Consultancy in East Anglia.

Tracey represents Becketts with Group Risk Development (GRiD), the industry body for the group risk protection sector, promoting the value to British businesses of providing financial protection for their staff, enhancing their wellbeing and engagement. Tracey is married with two children and, in her spare time, enjoys travelling and interior design.

John Payne

Key Client Director

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John 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 UKs 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 Johns 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.

Ben Brinkley-Everard

Director of Private Clients

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Ben 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!

Samantha Owen

Director | Head of ESG

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Samantha joined Beckett Asset Management in 1999 and she is well equipped to deal with both recessionary and buoyant economic conditions. Sam is our Portfolio Manager, actively running Beckett Asset Management.

Samantha is currently studying for the Chartered Institute for Securities and Investment (CISI) Wealth Management Masters, a globally recognised higher level qualification.

Married and living locally, she enjoys the countryside and spending time with family and friends, and aerobics. She was a football referee but, admittedly, is more of an armchair supporter now.

Lesley Delaney

Operations Director

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Lesley has worked for Becketts since 2001. She builds and develops the Bury support teams who work with the consultants and manages the systems and processes.

In her spare time she enjoys travel, particularly to Italy.

Mike White

Finance Director

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Mike joined Becketts as Finance Director in April 2021. He is a Chartered Accountant and prior to Becketts has been working in the financial services industry since the early 1990’s. During this time he has held a number of senior finance positions, most recently as Finance Partner for an investment management business based in London and the Channel Islands.

In his spare time, Mike enjoys playing golf, tennis and the occasional run or spin class.

Private Client Team

Gavin Wood

Head of Private Clients

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Gavin joined Becketts in 2015 and is Head of Private Clients. His career began in 1997 at Cook Sheppard Pinhey, where he was mentored in the importance of true holistic financial planning. He is a Chartered Financial Planner and Fellow of the Personal Finance Society and has a speciality in working alongside, and for, other professionals. He ranks one of his proudest work achievements as never having had a client complaint, due to taking the time to listen and truly understand what his clients need and how best to deliver it. In his spare time Gavin likes to try and keep fit and indulge his passion for live music.

John Payne

Key Client Director

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John 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.

Ben Brinkley-Everard

Director of Private Clients

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Ben 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 odd!

Peter Gray

Associate Director

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Peter joined Becketts in September 2013 and has been a financial adviser for more than 25 years with experience covering commercial and private 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.

Simon Bonnett

Associate Director

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Simon began his career at an insurance company over thirty years ago administering pensions and, subsequently, held senior positions at leading 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 works closely with 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 youth Rugby Coach, infrequent golfer and confirmed petrolhead (aka Taxi to his sport-mad sons).

Jenny Williams

Associate Director

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Jenny joined Becketts as a Senior Consultant in August 2018, having over 20 years' financial services experience. She specialises in Retirement and Later Life planning, and is an accredited member of the Society of Later Life Advisers (SOLLA).

Outside of work, Jenny enjoys spending time with her family. When not ferrying her children around to their activities, she can often be found walking the family dog along Felixstowe Prom.

Paul Fisher

Senior Financial Planner

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Paul 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 Pauls 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

Matthew Baines

Senior Financial Planner

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Matthew joined Becketts in September 2018 and has 10+ years of financial services experience. Matthew has worked with personal clients, managing their financial affairs, and also has experience dealing with vulnerable clients, specifically clients who have suffered serious injuries or from medical negligence.

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 retirement, investment, inheritance tax or protection needs. He is also qualified to the level of Chartered Financial Planner through the Chartered Insurance Institute (CII).

Outside work Matthew enjoys spending time with his wife and three young children and if time allows playing football and squash.

Ian Hubbard

Senior Financial Planner

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Ian has been in financial services all his working life, having joined Sun Life Assurance (long since amalgamated into Axa) from school at age 18.

Ian became an Independent Financial Adviser in 1997 and many of the individuals he looked after are still clients today. He has worked at a number of companies in East Anglia and specialises in investment and retirement planning.

After taking a three month sabbatical, Ian is delighted to be back working in the independent financial advice arena with Becketts, and looking forward to renewing relationships with many ex-clients.

Away from work, Ian has been a keen sportsman throughout his life, although with the passing of the years his involvement has changed from being an active participant to running football teams his two sons were involved with and, latterly, to refereeing. Nowadays, his participation is more of the armchair variety. For his sins, Ian is a staunch West Ham supporter, which brings with it a variety of challenges!

Mark Giles

Senior Financial Planner

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Mark commenced his financial services career in 1984 working with Scottish Mutual and Provident Mutual supporting financial advisers with pension and investment services. In 1989 Mark became a partner with a firm of Independent financial advisers and has been providing retirement, investment and tax/estate planning advice ever since. Much of this time has been spent providing specialist advice to British nationals preparing to leave and return to UK.

Mark joined Becketts in July 2021 as a senior consultant and continuing to provide clients with personal and comprehensive financial planning advice.

Outside of work Mark enjoys spending time with friends and family and is a keen cyclist as well as appreciating music of various genres. He Is also a keen sport watcher and makes no apologies for being a lifelong Arsenal fan!

Charlotte Wilson

Senior Financial Planner

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Charlotte has over 20 years of experience in financial services, having worked within accountancy practices for most of her career, before joining Becketts in 2021.

She has a particular interest in pensions, as well as working with vulnerable clients (including those in later life). She holds a range of financial services qualifications and is currently working towards the SOLLA (Society of Later Life Advisers) accreditation.

Charlotte’s clients appreciate her technical knowledge, coupled with a friendly and down to earth approach. She is passionate about helping people engage and understand their finances.

Adam Woodward

Senior Financial Planner

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Adam is an enthusiastic individual who aims to make financial topics understandable and interesting. He aims to have a thorough understanding of his client’s circumstances in order to help them achieve their longer-term goals. Adam specialises in Investment Planning, Retirement Planning and Tax Planning, particularly in relation to Inheritance Tax. His experience of advising landowners, farmers and business proprietors gives him a particular aptitude for advising on more complex situations.

Adam has been working in financial services since finishing his ‘A’ levels at age 18. Prior to joining Becketts in July 2022, he worked for NFU Mutual as a Financial Consultant, and more recently with NW Brown/ Brown Shipley.

Adam has studied and completed his Level 4 Diploma in Regulated Financial Planning with the Chartered Insurance Institute and is working through examinations to become a Chartered Financial Planner.

Away from work Adam can be found spending time with his young family and enjoying the Norfolk countryside. He plays the odd round of golf and enjoys participating in most sporting activities.

Michael Trawford

Senior Financial Planner

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Mike has worked in financial services since 1997 and is qualified to Advanced Diploma standard, being a Chartered Financial Planner. Mike’s experience includes working as a financial adviser for an accountancy practice, national advice firm and a private bank providing advice on a wide range of wealth management topics, seeking to help clients achieve their objectives.

In his free time, Mike can often be found roaming the Norfolk countryside with his dog or dreaming of a return to the premier league for Norwich City.

Anthony West

Senior Financial Planner

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Anthony (Tony) joined Becketts in March 2023 as a financial planner. Tony has worked in financial services since he was 18 in a variety of roles from being a cashier through to an Investment & Operations Director.

Tony holds the Advanced Diploma in Financial Planning from the London Institute of Banking and Finance (LIBF) and is well versed in advising on retirement planning and tax mitigation. Alongside his financial planner role, Tony is active in spending time in local schools and colleges to educate students on managing their finances and promoting careers in financial services.

Outside of work, Tony spends a lot of his time with his wife, Kate, and son Thomas. A keen angler, when the weather is nice, Tony can be found beside a lake or on the beach when he is not in the garden.

Lee Disney

Senior Financial Planner

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Lee started his career in financial services in 1992 giving sound good quality advice to his clients on a face-to-face basis. He holds the Diploma in Financial Advice. Lee considers his strengths to be relationship building and listening skills which enable him to provide the most effective recommendations that best suit his clients’ objectives both from a personal and financial aspect.

Lee is a proud family man. Married to Carolyn, they have two sons and a granddaughter. Lee is very much a sportsman and when he isn’t keeping fit, he is watching it. An avid football fan, Lee supports Leeds united. Lee played at a reasonable level in his younger days. You will also often find Lee enjoying a long walk along the coast.

David Bullard

Senior Financial Planner

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David started his career in financial services in 2003 having graduated from Lancaster University with a Batchelors degree in Management Science. He holds the Diploma in Financial Advice.

David is married to Kate, with two young children, and you will often find them on a dog walk with Rolo their cocker spaniel.

When time permits, David loves a game of golf and has a handicap of 7.

Samuel Brett

Senior Financial Planner

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Sam joined Becketts at the end of 2016 having moved back to Suffolk from London where he had completed his degree in History & Politics, and worked for an insurance broker. He holds the Advanced Diploma in Regulated Financial Planning and has personally achieved chartered status, and is a Chartered Financial Planner.

Sam moved into a Private Client Consultant role in 2019 having previously provided high level technical support to clients and across the team.

George Hinds

Financial Planner

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George joined the Beckett’s team in September 2020. His career in financial services began at the Woolwich after he finished studying for his degree in Information Technology. When the Woolwich were acquired by Barclays, he moved into sales at Audi, working at Ipswich and Bury St Edmunds Audi.

In 2016, he made the move back into financial services, working up to become an independent financial adviser for a firm in Claydon. This role gave him a solid foundation in administration, and paraplanning before eventually becoming an IFA. Most recently he has been a financial adviser for St James’s Place.

He has studied and completed his Level 4 Diploma in Regulated Financial Planning with the Chartered Insurance Institute, and is working through examinations to become a Chartered Financial Planner.

Outside of work, George is a long-suffering season ticket holder at West Ham, and he enjoys spending time with his wife and two young daughters.

Paul Avant

Financial Planner

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Paul has 30 years’ experience in financial services having begun his career in 1988 with Barclays Bank. Paul then progressed into private banking and wealth management working for HSBC, Royal Bank of Canada and Schroders. Prior to joining Becketts, Paul was a wealth manager for HSBC providing investment, estate and inheritance tax planning, protection and retirement advice.

Outside of work, Paul enjoys walking and exploring the South Cambridgeshire countryside with his wife and two dogs.

Jonathan Law

Financial Planner

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Jonathan joined Becketts in 2017 after completing his BA (hons) degree in Economics at Nottingham Trent University where he achieved first class honours. Since joining Becketts, Jonathan has moved through the administration and paraplanning roles before becoming a Private Client Consultant in 2022.

He is currently studying towards the CII Advanced Diploma in Regulated Financial Planning having completed the Diploma in February 2020.

Outside of work, Jonathan is a keen golfer, of which he is a member at Ufford Park as well as being a long suffering West Ham season ticket holder.

Adam Borley

Chartered Financial Planner

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Adam joined Becketts in 2014 after completing his A Levels. He has achieved his CII Advanced Diploma and won the Advanced Diploma in Financial Planning Award 2021 for the region.

Adam has moved into the Chartered Financial Planner role and is currently developing his skills as an adviser at Becketts.

Outside of work, Adam likes to keep active, travel and try new restaurants where he can. He is also a keen supporter of the Chicago Bears American football team, and often visits Wembley Stadium to watch the International Series. He has recently combined this with his love of travel and managed to travel to America to support his team.

David Snell

Financial Planner

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David joined Becketts in 2016 after completing his BA (Hons) degree in Business Management at De Montfort University where he achieved First Class honours. He has recently achieved his Fellowship CII Diploma (FPFS).

David moved into a Trainee Adviser role in 2022 and is currently developing his skills as an adviser at Becketts.

Outside of work, David likes to keep active regularly going to gym and is a keen skier when he gets the chance, having skied in France, Austria, Switzerland and Bulgaria.

Joel Brett DipPFS

Trainee Financial Planner

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Joel joined Becketts at the beginning of 2017 after spending 18 months at a legal firm in Ipswich where he completed an NVQ in Business & Admin. He is currently studying for his Regulated Diploma in Financial Planning through the CII.

Jane Drummond

Team Manager

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Jane has worked in financial services for 35 years. She began her career working for an Insurance company in north London and moved to Suffolk in 1987. Her role at Becketts is to support the Private Client Consultants with providing the best services to clients.

Outside of work, she spends her time taking her children to their various activities, and walking her dog.

Dawn Dearlove

Team Leader

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Dawn'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.

Helen Johnson APFS

Chartered Paraplanner

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Helen joined Becketts in 2017 as a Senior Consultant Support in the Private Clients Team. She has since been awarded Chartered Financial Planner status following completion of the CII Advanced Diploma and brings with her over 25 years of experience in the financial services industry.

Away from work, Helen enjoys running, cooking and spending time with her family.

Georgia Brett

Team Leader

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Georgia joined Becketts in August 2021, coming from working at Aviva in the Pensions team. She is currently studying for her Level 4 Diploma in financial planning with the CII.

Outside of work, Georgia enjoys socialising with friends and family.

Samantha Travers-Ashman

Team Leader

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Sam has worked in financial services since 2011 after previously working in customer service roles. She is looking to add to her qualifications with Becketts, leading to Diploma level.

Outside of work Sam enjoys motorhome adventures to the seaside, spending time with her children/family, days out visiting new places and walks with her Jack Russell.

Matthew Earll DipPFS

Technical Financial Planner Support

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Matt joined Becketts in January 2020 and has completed the CII’s Diploma in Regulated Financial Planning. Matt has experience in supporting Private Client Consultants in delivering advice across a wide range of investment solutions. Prior to joining Becketts, Matt gained experience in financial services with roles at Bloomberg and Grant Thornton.

Matt also holds a BA in French and German from University College London.

Outside of work, Matt is a keen rugby fan and avid reader.

Sophie Apacible

Technical Financial Planner Support

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Sophie has worked in Financial Services since 2018. She started as a Mortgage and Protection Adviser moving over to a Wealth Management role in 2020. She holds a Level 4 Diploma in Paraplanning with the London Institute of Banking & Finance, having qualified in 2021.

Outside of work, Sophie loves to host dinners and games nights, enjoys keeping fit and enjoys learning (and tasting) different food cultures from around the world.

Kirsty Goodchild

Technical Financial Planner Support

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Kirsty has worked in Financial Services since 2008. She started in Discretionary Fund Management and moved over to Consultant Support in 2010. She holds the Diploma for Financial Advisers, having qualified in 2012 and is now Technical Consultant Support providing high-level support to our Private Client advisers.

Outside of work, Kirsty enjoys running and riding her peloton bike. She has two children and likes music and spending time with friends. She can often be found quizzing, but she’s not at all competitive!

Keri Abbott

Senior Financial Planner Support

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Keri joined Becketts in 2000 and supports the Private Clients consultants. She holds the Certificate in Financial Planning from the Personal Finance Society.

Jessica Colson

Technical Financial Planning Support

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Jess joined Becketts 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 mum to Poppy and days out with her family.

Jon Abbott

Senior Financial Planner Support

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Jon joined Becketts in 2019, having come from a pension administration background in both Self Invested Personal Pensions and Final Salary pensions. Jon is currently studying for the Chartered Insurance Institute’s Diploma in Regulated Financial Planning.

In his spare time, Jon enjoys spending time with friends and family and going on holidays. He is also a long suffering supporter of Ipswich Town football club, and the Buffalo Bills NFL team

McCauley Sandry DipPFS

Senior Financial Planner Support

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McCauley joined Becketts in 2017 after graduating from the University of Brighton with a 2:1 in Business. He currently supports some of the Private Client consultants and is currently studying the Chartered Insurance Institute's Diploma in Regulated Financial Planning.

In his spare time, McCauley is a keen sports player with a particular affinity with football and American football.

Heather Doggett

Investment Support

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Heather joined Becketts in 2021 following a varied administrative career at woodworking and engineering companies, an animal charity, a Cambridge college, an occupational health company, and a local hospice.

In her spare time, Heather enjoys visiting museums and galleries, and also antiques fairs where she engages in her pursuit of English and Scandinavian art glass. She has completed an art history course and enjoys genealogy research, Scottish island-hopping, theatre, speedway and sewing.

Silvana Martinez

Senior Financial Planner Support

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Silvana joined Beckets in Autumn 2021 having worked in financial services since 2015. She is currently studying for her Level 4 Diploma in Financial Planning with the CII.

Outside of work Silvana enjoys socialising with friends, trying new restaurants, and traveling. Silvana also enjoys running and is currently training for her next half marathon.

Gemma Drew

Office Manager

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Gemma started working in the Financial Services industry in 2001. She excelled in her role as a senior personal banking manager for the Lloyds Banking Group, dealing with clients either on the telephone or a face-to-face basis.

Gemma then took a break in 2010 due to the birth of her son Dylan and returned to work when her son was two as a Financial Administrator with Moss and Roberts. Gemma worked there for six years dealing with clients and liaising between them and the Financial Adviser. Gemma really enjoyed the interaction with the clients and the Financial Advisers in helping them achieve and realise their financial objectives.

Gemma then made the move to Waveney Valley IFA Ltd in December 2018 as an Executive Financial Administrator; when the company was formed and was an integral part of the team. Gemma took on more responsibility with Waveney Valley overseeing the day to day running of the office.

Gemma is a busy mum who loves spending quality time with her son and partner Nik. They enjoy dog walks with their sausage dog Lenny. Gemma is also normally found every weekend on the side-line of a football pitch cheering on her son’s football team.

Tracey Brookes

Financial Planner Support

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Tracey joined Becketts in May 2023. She has had a varied career in Customer Service, management and administration roles within various environments: Ford Motor Company and BMW. More recently, Tracey worked as a Government Welfare Benefits Consultant assisting vulnerable people with disabilities/illness. Here career has also included being a Personal Assistant to the Headteacher in a Primary School. Before she came to Becketts, Tracey was a Personal Assistant to the Senior Partner of a Solicitors working within the Probate department.

After bringing up her two sons and working her life around them, Tracey joined Becketts to start a new career. Outside of work Tracey enjoys spending time with family and friends. She loves to socialise, travel, music concerts, walking, gardening and listening to music.

Beth Pender

Financial Planner Support

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Beth has been working within financial services since 2017 and joined Becketts in October 2020 having previously worked at Curtis Banks. Beth is currently studying the Level 4 Diploma in financial planning with the CII.

Outside of work, Beth loves to spend time with her family and taking her two rescue dogs on walks. She also enjoys going out for food and meeting up with friends.

Maddy Wood

Financial Planner Support

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After working for Lloyds Bank for three years, Maddy was eager to pursue her career in Financial Services while studying for the Regulated Diploma in Financial Planning.

Outside of work she enjoys spending time with her younger sister, going out for food, and socialising with friends.

Patrick Whelan

Financial Planner Support

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Patrick joined Becketts in July 2022 after working for a boutique IFA in Essex for three years. Prior to this, he served for five years in the British Army, and is enthusiastically embarking on a new and exciting career at Becketts.

In his free time, Patrick enjoys keeping fit and spending time with family, as well as keeping track of current events.

Chelsee De Niet

Financial Planner Support

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Chelsee joined Becketts after working as a Learning and Development specialist for an insurance broker in Newmarket. She is keen to work towards her financial diploma, having already started her studies, and is excited to further her career with Becketts.

Outside of work, Chelsee is very social and spends time with friends and family. She keeps fit by playing tennis and netball for local clubs. Chelsee also enjoys entertaining her Labrador, Scrappy, with long walks, tummy tickles, treats and pub lunches.

Anthony Reynolds

Financial Planner Support

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Anthony has been in financial services since February 2021 and worked with Willis Towers Watson in their pensions team before joining Becketts in June 2022. He is looking forward to taking the next steps in his new career with Becketts.

In his free time, Anthony enjoys spending time with his family, as well as film and sport. He is a long suffering Arsenal fan; ‘there is always next season’ seems to be his mantra in recent years.

Becca Marsh

Financial Planner Support

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Up until November 2022, Becca was working as a mortgage adviser for a London-based online mortgage broker. Following redundancy, she started studying for her Diploma in Regulated Financial Planning and she’s now half-way through and is keen to continue her studies supported by her new role gaining industry experience.

Outside of work, Becca enjoys weight training and walks with her mum and her dogs. She also loves exploring European cities with her husband.

Tomasz Dworzecki

Financial Planner Support

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Tomasz graduated from the University of Lincoln after spending three years studying business and finance. He joined Becketts in October 2021 in a role supporting the private client team.

In his spare time, Tomasz enjoys physical activities like going to the gym, playing football and playing golf. He also enjoys spending time with friends whether it is taking part in these activities together, watching football or going out for a meal.

Ellina Byrne

Executive Financial Administrator

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Ellina has been working in Financial Services for nearly four years. She graduated from the University of Essex with a Bachelor’s degree in American History and studied abroad at the University of Connecticut in America during her final year. She also recently completed her Master’s degree, also in American History, at the UEA, where she wrote her dissertation on the role of young people in US politics and elections. In her spare time, she enjoys spending time with her two cats, reading, baking, going on walks, and going to concerts and the theatre with her friends.

Daniel Bezuidenhout

Financial Planner Support

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Daniel joined Becketts in the autumn of 2021, straight from his postgraduate degree in Economics and Finance at UEA. He supports the private client team and is keen to embark on a career in financial services.

Outside of work, Daniel enjoys keeping active through sport and his primary sport is swimming. In his spare time, he also enjoys going out for drinks and travelling, as well as watching different sports games.

Jack Hardy

Financial Planner Support

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Jack started in the Private Client at Becketts in January 2021 team having previously worked at AXA Insurance. After taking a short break from Becketts, he is now studying for his level 4 Diploma in financial planning with the CII.

Outside of work, Jack is a big football fan which involves playing four times a week as well as supporting his local team, Ipswich. He also enjoys going to the gym, travelling, and socialising with his friends as much as possible.

Grace Buchanan

Financial Planner Support

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Grace graduated from Nottingham Trent University in 2022 with a Law Degree. She decided to test the waters in financial services by doing some work experience week at Becketts and, having enjoyed it so much, decided to join full time.

Grace lives in Ipswich and mostly spends her spare time with friends and family, staying active by going to the gym or walking her dog.

Harvey Wright

Financial Planner Support

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Having graduated The University of Sheffield with a degree in History in 2020, Harvey worked with the NHS for two and a half years in project management. He switched career path to financial services in 2023 when he joined Becketts.

Harvey has an interest in history and enjoys hiking and going to the gym in his spare time, as well as following football as a West Ham United fan.

Max Rolls

Financial Planner Support

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Max joined Becketts in June 2024, having already fully completed the Chartered Insurance Institute’s Diploma in Regulated Financial Planning. He worked in the financial services sector for six years, including banking, insurance and advice.

In his spare time, Max loves to travel to different countries, where he and his partner have made a decision to not visit the same country twice! He also loves to play and watch football, and exercise as much as he can to keep fit and refresh mentally.

Craig Reece

Team Support

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Craig graduated with a BSc in Mathematics from the University of Greenwich and joined Becketts in 2022.

In his spare time, Craig enjoys watching sports and, in particular, cricket and football. He also likes to spend his time playing strategy games whether it be board games or video games. His favourite time of the year is when he goes on summer holidays with his two dogs, Oscar and Gracie.

Ben Jones

Team Support

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Ben joined the Private Client’s team at Becketts in April 2022 after graduating from the University of Surrey with a degree in Economics. Ben is excited to embark on a career in financial services.

Outside of work, Ben enjoys travelling, going on long bike rides and spending time with family and friends.

Christine Dare

Team Support

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Chris was born in Corringham, Essex before moving to Feltwell, Norfolk in 2004 with her husband Paul. She has over a decade of Sales and Account Management experience in the Telecoms industry, before taking a career break to have her two boys Adam and Callum. Chris’ career then took a new direction in the Customer service and Transport Industry, where she worked for a Fire & Security company before more recently working in administration for a Tyre Recycling Company.

In her personal time, there is nothing Chris enjoys more than walking her handsome black lab, Freddie in the forests which are right on the doorstep. Baking is another one of her other passions, with her two boys often working their magic, by making her cakes disappear in a flash! Chris loves to travel and meeting up with family and friends for a coffee and a chat.

James Dines

Team Support

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In September 2023 James graduated from the university of Lincoln with a degree in Business management. After graduating, he worked for Evri whilst looking for more permanent work. As well as this, James has been coaching cricket at his cricket club for several years.

In his spare time, James is a big sports fan and enjoys both watching and playing. His favourite football team is West Ham United. The main sports he plays are football and cricket having played both for many years. As well as this, James enjoys going out with friends and family.

Aaron Lal

Team Support

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Aaron graduated from the University of Kent with an Accounting and Finance degree. He is passionate about personal development, both mentally and physically, through activities such as hitting the gym and boxing. He feels that the motivating atmosphere, surrounded by individuals committed to self-improvement, is a source of inspiration and learning.

Aaron also recharges himself on Sunday mornings by swimming and attending church, preparing for the week ahead with a refreshed and focused mindset.

Agata Atanasov

Team Support

info:

Agata joined Becketts in June 2024 and was eager to progress with her career in financial services having worked for Lloyds Bank for 9.5 years. Before that, she worked in the travel Industry.

Outside of work, Agata watches her two sons playing football. She loves walking and spending time with family and friends. She also listens to music and plays the piano, which helps her to relax. She would love to travel more, discovering new places.

Employee Benefits Team

Tracey Gloyne

Director of
Employee Benefits

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Austin Brydon

Associate Director

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Austin has worked for Becketts for almost 7 years and has accumulated nearly 30 years of industry knowledge. He is experienced in working with large plcs, SMEs, and small businesses. In his role he focuses on helping firms make their employee benefits work harder for the benefit of their business, delivering engaging communications and helping businesses improve their return on benefit spend. Key to achieving this is encouraging employees to understand, value and make the most of what is provided by their employer and delivering better employee outcomes.

He consults on the design and implement of suitable benefit structures, that meet the individual needs of each client. With the support of the Becketts Employee Benefits team he delivers various communication programmes to help increase awareness and engagement.

Austin has a degree in business studies and the Advanced Diploma in Financial Planning.

He played county golf for over 30 years and now spends his weekends with his family, mainly supporting his sons with their football and other sporting interests.

Nicola Payne

Key Account Consultant

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Nicola joined Becketts in 2001 having worked in financial services since 1996. She has a Business Management degree from Aston University and is a Chartered Financial Planner. Nicola completed nine and half years as a Main Board Director with Becketts before changing focus to concentrate on her passion for client/consultancy work and proposition development. She has a vast amount of experience advising companies both large and small, and she has a particular interest in group companies that have grown through acquisition and need to harmonise benefits.

Out of work, Nicola is a busy mother of two.

Graham Sibley

Senior Employee
Benefit Consultant

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Graham joined Becketts in July 2020 as a Senior Employee Benefits Consultant. He is able to assist businesses with the implementation and ongoing management of their Employee Benefits arrangements, including the running of pension clinics for the employees. Graham can also assist with solutions to protect a business in the event that a Key employee, partner, or shareholder should die.

Graham has worked locally within the financial services profession for over 40 years. He holds the Diploma in Financial Planning and is an associate of the Chartered Insurance Institute (both by examination). Graham has also achieved the profession’s “G60” pension qualification.

Graham is married with 2 adult children. He enjoys watching most sports, but football is his main love. He and his wife walk a lot, if only to keep their crazy golden doodle as calm as possible!

Andrew Wilkinson

Senior Employee
Benefit Consultant

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Andrew has over 30 years experience in advising corporate clients on all aspects of employee benefit programmes. He believes strongly in building close working relationships with clients. He specialises in designing and implementing benefit programmes that are valued by both the employer and employees and that these remain relevant by regular reviews. He holds the CII Level 4 Diploma in Financial Services, Group Risk (GR1) and Pensions (G60) qualifications.

In his spare time, Andrew enjoys spending time with family, a wide variety of music, swimming and travel.

Martin Moore

Employee Benefit Consultant

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Martin has been working in employee benefits since October 2012 and his current focus is supporting Becketts high quality auto enrolment proposition as an Account Manager.

Martin currently holds a Level 3 NVQ in Financial Planning and Services, and the Certificate in Financial Services, Cert CII (FS). He is working towards his Diploma in Financial Services and aims to complete it soon. Outside of work, Martin spends his time participating in charity events, film, video games and the sciences.

Stephen Welford

Employee Benefit Consultant

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Stephen joined Becketts as a Trainee Account Manager in the Employee Benefits team in January 2019. His professional and enthusiastic approach has helped him gain a good working knowledge of group risk products, business protection and other areas of Employee Benefits.

In his spare time, Stephen likes to snowboard, play football, watch Tottenham Hotspur and play league poker.

Karen Hubbard

Team Manager
Employee Benefits

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Karen joined the Becketts Employee Benefits team in August 2020 during the Covid19 pandemic and working from home. She has worked in the financial services sector since 1987 for insurance companies, IFAs, mortgage broker and for a large accountancy firm. Although mainly administrative roles she has her Financial Planning Certificate as well as her ATT tax exams.

Now her children are grown up she enjoys spending time with her grandchildren, walking her labradoodle Sasha on the fens, going on holiday and gardening. She also works as a volunteer for Open Door helping at the Newmarket hostel for homeless for vulnerable young adults.

Leonie Rabey

Consultant Support – Process Co-ordinator

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Leonie has a BA (Hons) in Business Management and joined Becketts in 2016. She is currently studying the Chartered Insurance Institute's Diploma in Regulated Financial Planning.

Outside of work, Leonie enjoys skiing when the opportunity arises, and spending time with family.

Lily Mitchell

Consultant Support

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Lily started her working life at a local mortgage brokers before moving into financial services in 2018. She has worked in a support role in both the private clients and employee benefits sector with a good depth of knowledge in both areas.

In her spare time Lily enjoys travelling, cooking, baking and spending time with family. She also has an interest in sport and is a season ticket holder at Norwich City Football Club and an American Football fan.

Frankie Campling

Team Supervisor

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Frankie started his working career at Norwich City Football Club as ‘Saturday boy’ and worked his way up to store supervisor. He is still employed by NCFC currently as a Matchday Supervisor.

He started working at Aviva in 2011 in Group Personal Pensions, then moved to Defined Benefit Pensions, before moving to the defined contribution staff scheme. Frankie joined NW Brown & Company in 2016 as a pensions administrator, then became the Pensions Manager, eventually taking on the group risk department before becoming Employee Benefits Manager. He has knowledge of pensions, life, income protection, critical illness and private medical products.

In his spare time, Frankie enjoys gaming, from the Nintendo entertainment system to current consoles. He also enjoys eating out, watching movies and socialising. He spends a lot of time with his family.

James Imhofe

Relationship Manager

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Originally from a rural town on the Essex coast, James moved to Norwich 24 years ago to further his career with Norwich Union (now Aviva). He helped set up the Corporate (Employee Benefits) team in 2001 where he remained until 2012. Since then, James worked with Private Clients, before re-joining the Employee Benefits arena and is working towards his Financial Planning Diploma.

Outside of work, James loves being outdoors and is a keen carp fisherman which takes him to France most years.

Charlotte Griffin

Client Support

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Charlotte worked for Aviva for 14 years prior to joining NW Brown and, subsequently, Becketts. While at Aviva she worked in Final Salary Pensions, followed by the Staff Pensions team (Defined Contribution Pensions.) She joined NW Brown and joined a blended team of pensions & corporate benefits advisers. She has mostly worked on the Group Risk schemes for the past year and a half and is in the process of taking the CII GR1.

In her spare time, Charlotte enjoys spending time with her family and going for walks. She loves baking and enjoys reading and films.

Kayleigh Bezance

Client Support

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Kayleigh has been working in the financial services industry since 2013, starting out at N&P Building Society. She has a CeMap qualification and recently passed RO1. She is keen to progress in this sector but this has been placed on pause because she is expecting her first baby!

Kayleigh is an avid runner and, in the past, she would have been found at a race most weekends. She also loves gigs, with her genre of choice being rock/metal. This choice is a surprise to most people!

Katie Watkins

Client Support

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Katie started her working life at Nationwide Building Society when she was 18 and has been in finance ever since. She moved into corporate pensions in 2018 after working at Moneyfacts, a publication company that compared various pension information.

Outside of work, Katie enjoys running, eating out when possible, an occasional baking session and spending time with her family, especially her ever growing nephew!

Mel Veness

Client Support

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Mel has worked in employee benefits for 17 years, starting her career at Aviva within the Group Money Purchase Pension team. She moved to a local IFA firm in 2006 working within the Employee Benefits team. During this time Mel got married and had her 2 children. She has worked supporting IFA’s across both private client and employee benefits; in the last few years, she has specialised in Group Life, Income Protection and Private Medical Schemes.

Mel has recently passed the FA1 exam and is studying towards the GR1.

Outside of work Mel can be found sewing, baking or trying to become green fingered in the garden. Together with their dog, Mel and her family love exploring the countryside.

Samuel Vignaux

Client Support

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Sam has been working in financial services since leaving sixth form in 2015. During that time, he has worked for a couple Norwich based IFA firms in a support function assisting clients with their retirement and wealth planning.

Outside of work, Sam enjoys travelling and spending time with family. His main interest is sports; he is a season ticket holding at Norwich City football club and an avid American football fan.

Ruth Blyth

Client Support

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Ruth worked at Aviva for 7 years, initially in a customer service role within life and pensions before becoming a Quality and Compliance Auditor. She has spent her more recent years at home with her three children but is now happy to be returning to working in financial services at Becketts.

Outside of work, Ruth enjoys spending time with her family and friends, evenings at the beach, baking and cooking.

Tanya Parker

Client Support

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Tanya joined Becketts in June 2024 and brings with her a wealth of experience in Employee Benefits and Human Resources. Through her career she has worked with the Maritime, Hospitality, Military and Fin-Tech sectors. When providing services, Tanya’s holistic approach values both the employee and employer experience enhancing Becketts mission to provide the right outcomes to our clients.

Formerly from South Africa, Tanya enjoys good wine, water sports and travelling off the beaten track.

Ellis Edwards

Team Support

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Ellis graduated from Nottingham Trent University in 2023 in Economics with International Finance and Banking and worked as a Finance Assistant at a firm in Bury St Edmunds before joining Becketts. Outside of work he likes to play football, cricket and golf.

Asset Management Team

Samantha Owen

Director and Head of ESG

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Samantha is a Director of Beckett Asset Management and is co-portfolio manager of the Blenheim range of funds and BAM Model Portfolios. Samantha has been involved in managing, developing and growing the firm’s multi asset model portfolio service since joining in 1999. Samantha is also head of ESG for the Group and an IMEA Associate.

She is CF30 (Investment Management) registered with the FCA. Married and living locally, she enjoys the countryside and spending time with family and friends, and aerobics. She was a football referee but, admittedly, is more of an armchair referee now.

Tony Yousefian

Portfolio Manager

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Tony joined Beckett Asset Management in January 2019. He has more than 25 years’ experience in managing private client portfolios and collective investment schemes.

Before joining BAM, Tony ran his own consultancy business advising on investment management as well as working for a ratings agency. He holds the Investment Management Certificate of the Institute of Investment Management and Research and is a chartered member of the Chartered Institute for Securities and Investment.

In his spare time, Tony enjoys walking and shooting. He is also a keen motor racing fan.

Ian Goodchild

Portfolio Manager

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Ian joined Beckett Asset Management in May 2024. He is co-portfolio manager of the Blenheim range of funds and BAM Model Portfolios. He has over 22 years of experience working in financial services of which the last 18 years have been focused on investment management.

Before joining BAM, Ian worked for a national wealth manager leading the multi-asset team in the management of their range of funds and model portfolios.

Outside of work, and in addition to the role of “Dad’s Taxi” for his two children, Ian loves socialising with friends and family which links nicely with his passion for craft beers and good food.

Scott Buxton

Assistant Portfolio Manager

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Scott joined Becketts in 2019 shortly after graduating with a first class degree in International Business Management. He originally joined Becketts’ private client team before making the move to Beckett Asset Management in 2021. Scott is currently studying for the Certificate in Discretionary Investment Management and he hopes to begin working towards the Chartered Financial Analyst certification in the near future.

Outside of work Scott enjoys playing and watching football, often travelling to Germany to see his favourite team Borussia Dortmund.

Central Service Team

Lesley Delaney

Operations Director

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Mark Hall

Compliance Director

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Mark began his career in financial services in 2000 at a large national insurance company after leaving full time education. He found that he enjoyed working with all types of clients and expanded his knowledge whilst also achieving the CII Diploma in Insurance, and the Diploma in Financial Planning.

Mark joined Becketts in 2015 and supports our overall objective to provide clients with a comprehensive financial planning service that meets their individual aims.

He lives in the Bury St Edmunds area and enjoys taking part in a range of sporting activities including keeping fit.

Ellie King

Compliance Auditor

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Ellie joined Becketts in 2022 having previously worked for DHL within the Customs & Excise team. At Becketts, she provides business support to the Compliance Director.

Away from the office she enjoys baking, socialising with friends and exploring new places.

Jessica Jones

Associate Director

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Jessica joined in July 2000 and has worked in a variety of roles within Becketts from Junior Typist to Team Leader before settling into a role of Operations Manager.

Outside of work she is kept busy with her 3 boys and their various activities. When she does get a moment to herself she enjoys a good book.

Marianna Poole

Business Support

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Marianna comes from a large town in North-eastern Hungary called Miskolc, famous for its steel industry and for its lovely location at the foot of the Bükk hills. She has an MA in teaching English as a second language and a BA/BSC in Economics (International Business Enterprises).

Before joining Becketts in November 2020, Marianna worked for Hewlett-Packard for 4 years as IT helpdesk agent and later as data analyst, and Booking.com. She currently supports the operations team at Becketts.

Outside of work, Marianna enjoys gardening, boating when the weather permits, or planning and enjoying hiking trips.

Joanne Dooley

Senior Business Investment Support

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Joanne joined Becketts in October 2020, bringing over 30 years of experience in various aspects of the financial industry. Joanne works within the Operations team.

She enjoys walking and enjoying the countryside and all it has to offer, keeping fit and gardening.

Ellen Chapman

Business Support

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After returning to education in 2015, Ellen discovered her passion for learning. She went on to complete a degree in History & English Literature in 2019 and then spent just over two and a half years working for the Civil Service in an administrative role.

In her spare time, Ellen enjoys reading and spending time with her family.

Caroline Southgate

HR Manager

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Caroline joined Becketts in 2001 as PA to the Chairman and Managing Director. She became responsible for HR in 2015 and became Becketts HR Manager in 2020. She passed the CIPD Level 3 Foundation Certificate in Human Resource Practice in 2017.

Out of work, Caroline is busy with her son and is a leader at her local Cub Scout group.

Liz McNeish

HR Support

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Liz began working at Becketts in 1997, primarily in a sales support role along with five years spent organising and managing events. When not in the office Liz cooks, swims, walks and bikes as much as possible, and she loves to spend as much time as possible with her two young grandsons and huge extended family.

Rebecca Ellis MCIPD

HR Project Manager

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Rebecca joined Becketts in October 2022, as HR Project Manager. Rebecca has over 20 years’ experience of Human Resources and is a Chartered member of the Institute of Personnel and Development. She is passionate about helping people to be the best they can be and finding solutions to business challenges.

She enjoys travelling, ballroom and Latin American dancing, gardening, and socialising with family and friends.

Philip James

Marketing Manager

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Philip's career in marketing began in 1990 at a marketing agency and he has worked in a variety of different roles covering all marketing disciplines.

He joined Becketts in 2013 and has completed the CII's Diploma in Regulated Financial Planning.

Outside of work, Philip enjoys walking and any kind of travel.

Claire Cross

Head of Finance

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Claire joined Becketts in 1997 and has worked in variety of different finance roles before becoming Head of Finance. Claire is AAT qualified and is part way through studying the CIMA qualifications.

Outside of work, most of Claire's time is taken up with her two little boys. When she does have some down time, she likes to relax by socialising with friends & touring the countryside in the family's trusty campervan!

Amy Grayson

Senior Finance Support

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Amy joined in February 2016 from a background in administration. She took on a Finance support role in December 2016 and is currently completing the AAT accounting qualification.

In her free time, she likes to socialise with friends, go to Zumba and take her large dog for walks.

Everett Dobson

Finance Support

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Everett joined Becketts in 2024 as a finance apprentice under the apprenticeship scheme, and is completing a level 2 AAT course.

Everett’s spare time consists of drawing, reading books about history, cooking, and playing videogames.

Michaela Cooper

Receptionist

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Michaela joined Becketts in February 2018 as our Receptionist/Administrator. She comes from a background of secretarial and reception/customer care.

She enjoys her holidays and exploring new places, reading and spending time socialising with her family and friends.

Jennifer Riches

Business Intelligence Manager

info:

Jennifer joined Becketts in November 2019 in the Operations team and is currently studying towards the CIMA qualification. Outside of work she enjoys taking her dog on long walks through the forest

Harry Loftus

Business Intelligence Support

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Harry joined Becketts in October 2021 after graduating from the University of Lincoln with a degree in Business Studies the previous year. He joined the Operations team as Business Support and is keen to set about his career in financial services, supplementing his career and knowledge with professional qualifications along the way.

Outside of work Harry is a big football fan, following his local non-league team weekly, home and away. He is also an avid film photographer, so traveling and exploring new places is particularly exciting.

Brad Sandry

Business Intelligence Support

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Previously to joining Becketts, Brad graduated from the University of Suffolk where he spent three years studying Applied Sport. His previous job was at West Suffolk Hospital aiding the Outpatients department.

Outside of work, Brad is a huge football fan which involves playing twice a week as well as watching as many live games as possible. He also enjoys playing golf and many other sports. Music is also a great passion of Brad’s and he goes to many music festivals and events.

Jo Stewart

Business Support

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Jo joined Becketts in May 2023 having previously worked across a variety of sectors including finance in Canary Wharf for a well-known bank, as an administrator at Cambridge Assessment, and more recently, invoicing for a local tyre recycling company.

Jo loves reading, swimming, walking, and generally keeping active (she’s currently addicted to her hula hoop). Jo lives in Norfolk so she has plenty of walking and exploring opportunities on her doorstep. She loves being in her garden with a good book in the sunshine and recently taught herself to crochet for the dark winter evenings. Jo looks forward to holidays and travelling, exploring new places home and abroad, and precious time spent with her family.

Joe Mason

Business Support

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Before joining Becketts Joe worked for HMCTS at the Bury St Edmunds Family Court as a civil servant for three and a half years from 2019 until the summer of 2023. Before that Joe studied Geology for 3 years at the University of Hull between 2015 and 2018.

In his spare time, Joe enjoys playing football twice a week and is a massive Manchester United fan! He also enjoy music and going to various gigs and festivals alongside watching movies and gaming every so often!

What Our Clients Think

Here’s what some of our clients say about us:

It was great to have the report explained in simple terms and showing me the best options moving forward. It is so reassuring for me to have people like yourself and Becky be so positive and supportive after everything I have been through.

Susan T

I as very impressed with the way you and Martin dealt with my query. You are obviously well aware of how jittery any of us can get when we embark on something so significant, and I felt all my trust in you has been rewarded.

Eamonn B

Thank you. It's very much appreciated. I learn a little more from you everytime we make contact!

Harry C

Just a quick note to say thank you very much for the Pensions Clinic you held for us here. I have spoken to all who attended the ‘one-to-one’s, and everyone found the session very useful and informative, myself included. It has been a very worthwhile exercise.

Andy J

Calm, no nonsense, knowledgeable, friendly approach. Prompt responses from my consultant to queries. Reassurance of not dealing with a one-man band or backroom-billy adviser with limited back-up and resources.

Jill F

We have been dealing with John and colleagues for quite a few years now and are completely happy with the service provided. We trust the advice we receive, and rely on John telling us about changes in the pipeline which might affect us - things which we would not be aware of. It is very reassuring to know that we can leave our investments and pensions in the capable hands of your company.

Alison W

When visiting your office for an update of our portfolio, our experience is of being welcomed into a happy and relaxed environment. We feel our investments are in capable and competent hands.

Laurie W

Becketts have been my financial advisors for +25 years and I have always been very satisfied with the advice I have been given

Robert E

Excellent service and communication. I find the staff to be very proactive in forward thinking advice.

Graham S

I have always been completely satisfied with the advice on my investments. Any requests and queries have always been dealt with in a professional manner, satisfactorily & quickly. I have been happy with the service for a number of years.

Chris J

I am very happy with the service I have received from John over very many years. The advice has been considered and very effective. Additionally, the presentations I have attended I have found interesting and thought provoking. Becketts, in my opinion, is an operation that provides an excellent package which meets my requirements.

Alan G

We have been very pleased with Peter and his colleagues' ability to explain details clearly and work through some difficult interactions with pension administrators.

Cathy M

My experience of Becketts has been of the highest standard. The information provided and the consultation has been very clear and is followed up with file notes. They are very professional and experienced Financial Advisors.

Kim T

I find Simon Bonnett very helpful and understanding - taking his time to explain things that I am not sure about.

David C

Very satisfied with the service and quality of the information received. The help and advice given to me and my wife is much appreciated. It is often difficult to understand all the different requirements and with your assistance it made the process much easier.

Robin F

I found dealing with Becketts and John Horsman both very informative and helpful explaining the pension plan that was right for me.

Martyn J

Always good service, good advice and really nice/friendly people.

David R

Meetings are a combination of informative and friendly. I feel that any advice or proposed actions to be taken are thoroughly discussed with me and any lack of understanding on my part is resolved with goodwill.

Saf B

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Bury St Edmunds Office

Dettingen House

Dettingen Way

Bury St. Edmunds

Suffolk

IP33 3TU

Tel: 01284 754500

Our modern ground-floor offices are wheelchair-friendly and provide disabled parking outside the door.

Ipswich Office

Connexions
159 Princes Street
Ipswich
IP1 1QJ

Tel: 01473 898188

Norwich Office

St Thomas House

St Andrews Business Park

Norwich

Norfolk

NR7 0HR

Tel: 01603 986287

Chartered Since 2011

Chartered status is awarded by the industry's professional body, the Chartered Insurance Institute, and Beckett Financial Services has been granted Chartered status every year since 2011.

Prestigious Award

The CII awards Chartered Status to a limited amount of firms which meet rigorous criteria relating to professionalism and capability. Firms must have a proven record in providing the highest level of service to their clients, demonstrating a culture of integrity, as well as the attainment of and commitment to the Chartered Insurance Institute's professional qualifications.

Professional Recognition

Chartered status is awarded by the CII using a points-based system with a minimum entry requirement of 50 and Beckett Financial Services achieved 120 points. All Chartered Financial Planners commit to the CII's Code of Ethics, reinforcing the highest standards of professional practice in their business dealings.