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

3014

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

Chief Executive Officer

info:

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.

Malcolm Streatfield

Group Chairman

info:

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.

Gavin Wood

Head of Private Clients

info:

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.

Andy Cousins

Head of Employee Benefits

info:

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.

John Payne

Key Account Director

info:

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

Private Clients Director

info:

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

info:

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

info:

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

info:

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.

Dan Jordan

Business Development Director

info:

With a 28 year career in Financial Services Dan has gained a wealth of experience in all aspects of building, managing and developing businesses and gets immense satisfaction from helping businesses and the people within them thrive and succeed. After starting his financial services career within a major Life Office Dan went on to run a SIPP/SSAS business before becoming Managing Director of both the IFA Network and Wealth Divisions of a listed National Advisory Business. In 2022 Dan joined the Becketts team as Development Director.

Originally from the West Country, Dan moved to Suffolk 12 years ago where he and his wife have now settled and are enjoying the lifestyle. In his spare time he enjoys training for or competing in various sporting events, as well as entertaining and relaxing with friends.

Private Client Team

Gavin Wood

Head of Private Clients

info:

John Payne

Key Account Director

info:

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

info:

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

info:

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

info:

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).

Paul Fisher

Senior Consultant

info:

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

Jenny Williams

Senior Consultant

info:

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

info:

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

info:

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

info:

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

info:

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

info:

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

info:

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

info:

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

Private Client Consultant

info:

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.

Stephen Stolworthy

Private Client Consultant

info:

Stephen began his career in financial services in 1996 working as a financial adviser for large insurance firms in Norwich. His career evolved into the world of Corporate/Private Client Private Banking and then worked as an IFA/Pension Transfer specialist in the Wealth Management sector.

Before joining Becketts, Stephen was a wealth manager for a local boutique IFA providing advice on investments, estate and inheritance tax planning, pension planning, pension transfers and retirement advice.

Outside of work, Stephen enjoys walking his dog in Norfolk and Suffolk, and spending time with his wife, children, and family. He is a keen table tennis player, playing in leagues in Norwich and Bury St Edmunds, and is an enthusiastic supporter of Norwich football club.

Jonathan Law

Private Client Consultant

info:

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

info:

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

Trainee Adviser

info:

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.

Jane Drummond

Team Manager

info:

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

info:

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

info:

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.

Sophie Webb

Senior Consultant Support

info:

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

Senior Consultant Support

info:

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!

Keri Abbott

Senior Consultant Support

info:

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

info:

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.

Joel Brett DipPFS

Senior Consultant Support

info:

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.

Jon Abbott

Senior Consultant Support

info:

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

Consultant Support

info:

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.

Matthew Earll

Consultant Support

info:

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.

Jessica Saffery

Consultant Support

info:

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.

Heather Doggett

Investment Support

info:

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.

Beth Pender

Consultant Support

info:

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

Consultant Support

info:

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.

Matthew Voller

Consultant Support

info:

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.

Megan Marsh

Consultant Support

info:

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

Jack Hardy

Team Support

info:

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.

Georgia Brett

Consultant Support

info:

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.

Benjamin Francis

Consultant Support

info:

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.

Silvana Martinez

Consultant Support

info:

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

Outside of work Silvana enjoys country walks and trying new restaurants. She also enjoys running and is currently training for her first half marathon.

Michael Smyth

Team Support

info:

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

info:

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.

Daniel Bezuidenhout

Team Support

info:

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.

Employee Benefits Team

Andy Cousins

Head of Employee Benefits

info:

Tracey Gloyne

Associate Director

info:

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.

Nicola Payne

Key Account Consultant

info:

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 Benefits Consultant

info:

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!

Tracy Beadnell

Senior Employee Benefits Consultant

info:

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.

Caroline Pepper

Senior Employee Benefits Consultant

info:

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.

Karen Hubbard

Team Manager

info:

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.

Donna Roberts

Senior Health & Protection Consultant

info:

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

info:

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

info:

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

info:

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.

Nicki Oak

Group Risk Consultant

info:

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

info:

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.

Tina Varambhia

Account Handler

info:

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

info:

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

info:

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

info:

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

info:

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

Employee Benefits Administrator

info:

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

info:

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

New Business Development Manager

info:

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

Lucy Ananda

Account Handler

info:

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.

Asset Management Team

Samantha Owen

Director and Head of ESG

info:

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

info:

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

info:

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

info:

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

Operations Director

info:

Mark Hall

Compliance Director

info:

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

Business Support

info:

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

Operations Manager

info:

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.

Marianna Poole

Business Support

info:

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

Business Support

info:

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.

Caroline Southgate

HR Manager

info:

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.

Liz McNeish

HR Support

info:

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.

Philip James

Marketing Manager

info:

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

info:

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

info:

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.

Michaela Cooper

Receptionist

info:

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

info:

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.

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

Resources

News

Read the latest news and comments from Becketts

Videos

Our videos are designed to explain financial topics in an easy-to-understand way

Careers

Find out about career opportunities and why Becketts is an ‘Employer Of Choice’

Log in

Documents

Important documents and downloads are kept here

Purpose Led Company

Find out about our roles and responsibilities within our community

Contact Us

Fill in the form or contact one of our offices. We look forward to hearing from you.

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

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.