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

2863

Satisfied Clients

% Client Satisfaction

Years Supporting Clients

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

Managing Director

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Ian is a Chartered Accountant who was originally Group Finance Director of the Beckett Group until 1999. He is now Managing Director 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.

John Payne

Key Account 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.

Malcolm Streatfield

Group Chairman

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Malcolm was appointed Chairman of Beckett Investment Management Group on the 1st April 2021, having previously for 18 years been Group Chief Executive Officer and Director of a Quoted Plc (AIM) Financial Advisory Business. He has been involved in Financial Services since 1976, and has served on a number of Industry Bodies, including the Council of APFA ( Association of Professional Financial Advisers ), The Customer Impact Panel of the ABI (Association of British Insurers), and the Financial Services Practitioner Panel.

Andy Cousins

Director of Employee Benefits

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Andy began his career in Employee Benefits as a pensions administrator for an insurance company. Promotions to an EB Consultant and EB Director followed and in 2006 he took the opportunity to buy in to an existing EB and Private Client business.

After a successful trade sale in 2012, Andy became Managing Director of an EB brokerage in central London where he was responsible for the day to day running of the business and 30 staff. Following their sale, Andy joined Becketts in July 2018 with an initial brief to develop a presence for the business in and around London. Andy was then appointed to a newly created role as Head of Employee Benefits, with the challenge to create a strategy of growth for staff and business in our Bury St Edmunds, Kibworth and, most recently, Norwich offices.

As we continue to grow Becketts Employee Benefits to become the premier EB consultancy in East Anglia, Andy is focused on both the career development of his staff and strengthening Becketts position as a dynamic and caring place to work.

Ben Brinkley-Everard

Private Clients Director

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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!

Lynne Hobden-Clarke

Director

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Lynne has been a Director since 1999 and has oversight of all Human Resource policies. She has extensive experience of motivating and developing teams.

Lynne is a keen traveller and enjoys socialising over a good meal.

Samantha Owen

Director

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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.

Gavin Wood

Director

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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.

Lesley Delaney

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.

Private Client Team

John Payne

Key Account 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

Private Clients Director

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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!

Gavin Wood

Director

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John Horsman

Associate Director

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John 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.

Peter Gray

Associate Director

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Peter 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.

Paul Fisher

Senior Consultant

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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

Simon Bonnett

Senior Consultant

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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

Senior Consultant

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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.

Matthew Baines

Senior Consultant

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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 Consultant

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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 Consultant

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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

Private Client Consultant

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Charlotte joined Becketts as a Private Client Consultant in July 2021. She has more than twenty years of experience in Financial Services having worked previously in administration and paraplanning roles, until becoming an adviser seven years ago. She holds a range of Financial Planning qualifications, including the Chartered Insurance Institute Diploma. Charlotte’s passion is helping people engage with their finances.

Away from work Charlotte can be found spending time with her family, reading and cycling the Suffolk countryside.

Scott Wright

Private Client Consultant

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Scott joined Becketts in 2014 and has since progressed to his current role as a Private Client Consultant, having previously worked closely alongside several of our Associate Directors. He holds the CII Advanced Diploma in Financial Planning, Certificate in Equity Release and Award in Long Term Care Insurance.

Outside of work, football is Scott's main interest and he is a long suffering Ipswich Town fan.

Samuel Brett

Private Client Consultant

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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

Private Client Consultant

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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.

Adam Borley

Trainee Adviser

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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 trainee adviser role and is currently focused developing his skills to become an adviser at Becketts which he is passionate about. .

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.

Jonathan Law

Trainee Adviser

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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. Jonathan’s role as a Trainee Adviser involves working closely with a nominated Private Client Adviser to further develop his skillset with the view to becoming a Private Client Consultant.

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.

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

Team Leader

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Helen joined Becketts in July 2017 as Senior Consultant Support in the Private Clients Team. She has completed her CII Diploma in Regulated Financial Services and brings with her over 20 years of experience in the financial services industry.

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

Matthew Earll

Consultant Support

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Matt joined the Private Clients team at Becketts in January 2020. Prior to that, he spent six years teaching French and German in secondary schools in the UK and abroad, following completion of his degree in Modern Languages from University College London. Matt is currently studying for the Diploma in Regulated Financial Planning.

In his spare time Matt is a huge rugby fan and a lifelong Saracens supporter. He enjoys travelling and has spent time living and working in France, Austria and Sri Lanka.

David Snell

Technical Consultant Support

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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 CII Advanced Diploma (APFS) and is currently studying towards CII Fellowship.

David’s Technical Consultant Support role involves providing a high-level support across the Private Client team and to a nominated Private Client Adviser.

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.

Keri Abbott

Senior Consultant 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

Senior Consultant 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.

Kirsty Goodchild

Senior Consultant Support

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Kirsty has worked in Financial Services since 2008. She started in Discretionary Fund Management and moved over to Private Client administration and then to Consultant Support in 2010. She holds the Diploma for Financial Advisers, having qualified in 2012.

Outside of work, Kirsty is a qualified Exercise-to-Music instructor and teaches two classes a week. She has two young children and likes music, Zumba and spending time with friends. She can often be found quizzing!

Joel Brett

Consultant Support

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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.

McCauley Sandry

Consultant 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.

Jessica Saffery

Consultant Support

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Jess joined Becketts in July 2018, shortly after completing her A Levels in English Language, Geography and Sociology. She is now studying for her Regulated Diploma in Financial Planning through the CII whilst in a consultant support role.

Jon Abbott

Consultant 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

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.

Matthew Voller

Team Support

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Matt started at Becketts in January 2021 in the private client team. His career in financial services started with AXA in insurance after leaving sixth form. He currently is studying for his Level 4 Diploma in financial planning with the CII.

Outside of work he enjoys going out for food, playing golf and travelling, often flying to the colder parts of the world to snowboard.

Jack Hardy

Team Support

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Jack started at Becketts in January 2021 after leaving his last role at AXA Insurance working as a Customer Service Representative. He is currently studying for his Level 4 Diploma in financial planning with the CII.

Outside of work Jack enjoys socialising and travelling as much as he can, his main hobbies are playing football and skiing with his friends.

Megan Marsh

Team Support

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Megan started at Becketts in March 2021 after graduating from the University of Essex with a First Class Honours Degree in Accounting and Finance. She is currently studying for her Level 4 Diploma in Financial Planning with the CII.

Outside of work she enjoys socialising with her friends and family and travelling as much as she can

Benjamin Francis

Consultant Support

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Benjamin joined Becketts in September 2021, coming from a local financial advisory firm where he worked in client support. At Becketts, he provides administrative support to designated Private Client Consultants and their Senior Support team, Benjamin is currently studying towards the CII’s Level 4 Diploma in Regulated Financial Planning.

Outside of work, Benjamin enjoys watching and playing darts, football, tennis and table tennis. He is the secretary of the Bury Darts League and runs an Iron Maiden themed darts team - @TroopersDarts. He regularly attends live comedy, music and sporting events and enjoys making a day of it.

Michael Smyth

Team Support

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After leaving Ipswich school in 2018, Michael went to the University of Nottingham to study English. During breaks from A Levels and University, he worked in an administrative capacity for Barker Gotelee Solicitors. Michael joined Becketts after graduating from Nottingham in 2021, and he is excited at the opportunity to study for the CII’s financial diploma.

In time outside of work, Michael loves fitness and attend the gym as regularly as possible. He also enjoys socialising and travelling with friends as much as possible.

Tomasz Dworzecki

Team 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 2022 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.

Employee Benefits Team

Andy Cousins

Director of Employee Benefits

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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.

Gareth Carroll

Associate Director

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Gareth has been with Becketts working in employee benefits for over ten years and specialises in medical insurance. He is well qualified in his field and is a member of the Association of Medical Insurance Intermediaries. Gareth has developed excellent relationships with providers, and has amassed plenty of experience working with clients of all sizes and sectors.

Graham Sibley

Senior Employee Benefits 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!

Richard Jones

Senior Health & Protection Consultant

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Richard joined Beckett Financial Services in September 2010 and he advises on, and manages, company and individual private medical insurance policies. Prior to joining Becketts, Richard worked as a key account manager for AXA PPP Healthcare for over four years.

In his spare time Richard is a keen rock climber and mountaineer, and he can usually be found in the Lake or Peak District climbing and hiking.

Karen Hubbard

Team Manager

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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.

Caroline Pepper

Senior Employee Benefits Consultant

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Caroline joined the Becketts team in July 2020 as a Senior Employee Benefits Consultant following the acquisition of NW Brown.

Caroline holds the CII Level 4 Diploma in Financial Services, Group Risk(GR1), Long Term Care Insurance(CF8) and pensions(G60) qualifications.

She believes an important aspect of her role is to understand and work with clients to ensure they have ongoing flexible and cost effective workplace employee benefit solutions. Her industry pension and workplace employee benefit experience has enabled her to build strong long lasting relationships with a wide range of clients across a broad sector of industries, both small and large in size. She is also passionate in supporting the need for financial education to next generation.

In her spare time, as well as a busy family life, Caroline is a keen gardener, enjoys cycling, exploring new places, holds a volunteer Trustee position for a local educational trust and is a member of her local WI.

Tracy Beadnell

Senior Employee Benefits Consultant

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Tracy is a Senior Employee Benefits Consultant. She joined Becketts in July 2020 when they acquired the Employee Benefits business of Brown Shipley in Norwich. She has a wealth of experience having worked for Brown Shipley (previously NW Brown) as an Employee Benefits Consultant for the last 18 years dealing with Corporate Clients of all sizes. She holds the Diploma in Financial Services. Prior to this she had worked as a sales consultant for Prudential (formerly Scottish Amicable), Guardian Royal Exchange and Friends Provident.

Outside of work Tracy is married with twin adult daughters and two cats. Her passions are: golf, running, gym and Norwich City Football Club.

Tracey Gloyne

Associate Director

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Tracey has over 25 years experience working in the employee benefits sector. Her role at Becketts is to assist clients with implementing and managing their employee benefits packages which includes guiding clients through the pensions maze, and ensuring employees understand their benefit packages.

Tracey holds the Level 4 Diploma in Financial Planning (Dip PFS) and the Certificate in Auto-Enrolment. She has significant experience in Pensions, Group Life, Group Income Protection and Business Protection.

Tracey is a CII Education Champion which delivers financial awareness sessions to schools and colleges across the UK. Tracey is married with two children and, in her limited spare time, enjoys travelling and interior design.

Donna Roberts

Senior Health & Protection Consultant

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Donna has worked in the employee benefits market for nearly 20 years and has advised many clients during that time. She has also achieved her Cert CII in Health & Protection. Building strong relationships based on trust and integrity is Donna's driving force. She particularly enjoys holding the hands of clients looking to implement and promote benefits for maximum engagement.

Outside of work Donna enjoys music, yoga, travel, and is currently studying mindfulness.

Clare Mayhew

Health & Protection Consultant

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Clare joined Becketts in May 2013 in a Business Support role, to help with the development of clients within the Healthcare and Employee Benefit Team. More recently, she has become a Consultant in the Healthcare team.

Clare enjoys spending time with her family and travel. She also likes to keep fit and takes a keen interest in clothes and fashion.

Martin Moore

Employee Benefits 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 Benefits 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.

Val Carroll

Senior Manager

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Val has been in the private medical insurance industry for over twenty years. Most of that time has been with Becketts. While at work, she is passionate about offering the best advice to clients backed up by excellent customer service.

In her time off she just loves to be working in her garden.

Nicki Oak

Group Risk Consultant

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Nicki joined Beckett in April 2010 and brought with her the experience and knowledge in Financial Services having previously worked for a major national mortgage provider.

Nicki's current role entails working with our Group Risk Clients, where attention to detail is a necessary requirement, and including liaising with insurers for the benefit of our valued clients.

Nicki enjoys socialising and getting involved in local events.

Frankie Campling

Employee Benefits Manager

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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.

Emma Aston

Account Handler

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Emma joined Becketts in 2016 and she supports our Associate Director in Healthcare, Gareth Carroll. She holds the Chartered Insurance Institute's IF7 qualification in Healthcare Insurance products and is currently studying towards GR1.

Outside of work, Emma enjoys travelling, nice food and walking her dog.

Tina Varambhia

Account Handler

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Tina has 22 years of experience in the insurance industry: sixteen years working as a Claims Handler and six years as a Commercial Trading Underwriter. She is married with two teenage boys, and loves spending her free time with her family, going to the movies and travelling abroad as much as possible.

Sarah Burton

Office Manager

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Sarah joined Becketts in July 2017 as an Account Handler in the Healthcare Division. She had worked in financial services in the past but, more recently, she worked in other managerial and administrative roles.

In her spare time she likes to run and cycle, and also enjoys live music. She enjoys travelling and exploring new countries; her favourite places are Australia and the Greek Islands.

Leonie Rabey

Team Leader

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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.

Charlotte Griffin

Employee Benefits Administrator

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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

Employee Benefits Administrator

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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 Morphew

Employee Benefits Administrator

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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

Employee Benefits Administrator

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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.

Clare Singleton

Senior Business Team Leader

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Clare joined Becketts in February 2014 in a Business Development role and currently supports the Healthcare & Employee Benefit Team at Kibworth.

Graduating from a Textile Degree her previous roles evolved through Colourist, Designer, Senior Buyer and Product Manager. Her experiences give her a commercial outlook and she enjoys speaking to prospective new clients in a supportive role.

Away from the office, Clare is kept busy with family life and enjoys skiing, sailing, live music and craft

Liz McNeish

Employee Benefits 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.

Lucy Ananda

Business Development Support

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Lucy joined Becketts in 2018 as Business Development Support with the Healthcare & Employee Benefit Team.

She is a BA (Hons) Business graduate and has worked in product development and project management roles before taking a family career break and a relocation from the south. During this time she deepened her love of practising and teaching yoga and meditation, and has more recently developed her skills in the legal conveyancing sector.

Outside of work, Lucy loves to explore the great outdoors with her family and is a keen experimental vegetarian cook.

Limara Newson

Senior Administrator

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Limara joined Beckett's in 2015 and supports the Healthcare consultants. She holds a NVQ level 3 in customer services and has over nine years of customer service experience.

Asset Management Team

Samantha Owen

Director

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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's six portfolios.

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

Elliot Basford

Portfolio Manager

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Graduating in 2018 with a first class degree in International Finance and Investment, Elliot joined Beckett Asset Management as an Investment Analyst. He was previously employed by BAM for six months as part of his degree studies.

He holds the CISI (Chartered Institute for Securities and Investment) Investment Advice Diploma in Derivatives and is currently working towards the Chartered Financial Analyst certification.

In his spare time, Elliot is an avid golfer playing to a handicap of six. He also has a passion for skiing.

Scott Buxton

Investment Support

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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 German to see his favourite team Borussia Dortmund.

Central Service Team

Lesley Delaney

Director

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Jessica Jones

Systems Development

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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 systems management and development.

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.

Mark Hall

Manager

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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.

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 is Becketts HR Officer. She passed the CIPD Level 3 Foundation Certificate in Human Resource Practice in 2017.

Out of work, Caroline is busy with her 12 year old and volunteers as a secretary to her local library's fund raising committee and is also administrator for her local Cub Scout group.

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

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.

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.

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.

What Our Clients Think

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

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

Very satisfied with the way Louise found a pension provider to suit my requirements. Also very satisfied with the way she explained the items I didn’t quite understand in a friendly professional manner. I would recommend Louise & Becketts to a friend.

Neville 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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Contact Us

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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

Fourth Floor
2 Friars Bridge Road
Ipswich
IP1 1RR

Tel: 01473 898188

Kibworth Office

8 Nursery Court

Kibworth Business Park

Harborough Road

Kibworth

Leicestershire

LE8 0EX

Tel: 0116 279 1919

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.