People

Ian White

Ian is a Chartered Accountant who originally served as Group Finance Director of the Beckett Group until 1999. He rejoined the business in 2012 as Managing Director and now holds the role of Executive Chairman.

Ian is passionate about supporting individuals to reach their full potential at Becketts. This commitment is closely tied to his advocacy for mental health awareness and helping team members recognise the importance of emotional wellbeing.

Outside of work, Ian chairs Suffolk Mind and is involved with several local businesses. He also supports his wife and family in running an alternative education provision focused on the therapeutic benefits of working with horses.

Gavin Wood

Gavin became Managing Director of Becketts in 2025, ten years after joining the firm and several years after first stepping into the world of financial planning back in 1997. His focus now lies in three key areas: shaping an outstanding client service proposition, mentoring the next generation of financial planners and employee services consultants, and building meaningful partnerships with other professional firms (ideally over a good drink, not bad PowerPoints). He began his career at Cook Sheppard Pinhey, where he was lucky enough to be mentored in the lost art of actually listening, a skill he still credits for his proudest professional stat: in nearly three decades, he has never had a client complaint. Gavin is a Chartered Financial Planner, a Fellow of the Personal Finance Society, and an enthusiastic advocate of advice that’s as human as it is technical.

On a more personal note, in his five decades Gavin has been widowed and divorced (in that order) and is a proud father to two daughters. These life experiences have profoundly shaped his approach to supporting clients and colleagues alike, particularly those navigating their own difficult chapters. He understands that good advice is about more than finances: it’s about empathy, timing, and trust.

Outside of work, Gavin can usually be found in his garage gym, trying to burn off more calories than his huge appetite consumes, or indulging his passion for live music (as he is a frustrated rocker at heart).

Tracey Gloyne

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

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

John Payne

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.

Samantha Owen

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

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

Lesley Delaney

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

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.

Ben Brinkley-Everard

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!

Gavin Wood

Gavin became Managing Director of Becketts in 2025, ten years after joining the firm and several years after first stepping into the world of financial planning back in 1997. His focus now lies in three key areas: shaping an outstanding client service proposition, mentoring the next generation of financial planners and employee services consultants, and building meaningful partnerships with other professional firms (ideally over a good drink, not bad PowerPoints). He began his career at Cook Sheppard Pinhey, where he was lucky enough to be mentored in the lost art of actually listening, a skill he still credits for his proudest professional stat: in nearly three decades, he has never had a client complaint. Gavin is a Chartered Financial Planner, a Fellow of the Personal Finance Society, and an enthusiastic advocate of advice that’s as human as it is technical.

On a more personal note, in his five decades Gavin has been widowed and divorced (in that order) and is a proud father to two daughters. These life experiences have profoundly shaped his approach to supporting clients and colleagues alike, particularly those navigating their own difficult chapters. He understands that good advice is about more than finances: it’s about empathy, timing, and trust.

Outside of work, Gavin can usually be found in his garage gym, trying to burn off more calories than his huge appetite consumes, or indulging his passion for live music (as he is a frustrated rocker at heart).

John Payne

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

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!

Peter Gray

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

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 enjoys rounds of golf with his sons, follows rugby (Bath) and football (Palace), and is a confirmed petrolhead.

Jenny Williams

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

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.

Charlotte Wilson

Charlotte has over 20 years of experience in financial services, having worked within accountancy practices for most of her career, before joining Becketts in 2021. She has a particular interest in retirement planning, as well as working with vulnerable clients (including those in later life). She holds a range of financial services qualifications, including the Society of Later Life Advisers (SOLLA) accreditation. Charlotte’s clients appreciate her technical knowledge, coupled with a friendly and down to earth approach. She is passionate about helping people engage and understand their finances, as well as finding the right solutions for them.

Adam Woodward

Adam is an enthusiastic individual who aims to make financial topics understandable and interesting. He aims to have a thorough understanding of his client’s circumstances in order to help them achieve their longer-term goals. Adam specialises in Investment Planning, Retirement Planning and Tax Planning, particularly in relation to Inheritance Tax. His experience of advising landowners, farmers and business proprietors gives him a particular aptitude for advising on more complex situations. Adam has been working in financial services since finishing his ‘A’ levels at age 18. Prior to joining Becketts in July 2022, he worked for NFU Mutual as a Financial Consultant, and more recently with NW Brown/ Brown Shipley. Adam has studied and completed his Level 4 Diploma in Regulated Financial Planning with the Chartered Insurance Institute and is working through examinations to become a Chartered Financial Planner.

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

Paul Fisher

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 38 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 returned to the company in the role of a Senior Consultant in 2015. Although he advises his clients on various aspects of tax and financial planning he has tended to specialise in the area of pensions and retirement planning.

Outside of work, Paul’s interests include music (both his sons are professional musicians and he himself sings in a Male Voice Choir) cartooning and golf. Indeed, it is often said that his golf is a bit Mickey Mouse.

Ian Hubbard

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.

Mark Giles

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!

Michael Trawford

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

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

Anthony West

Anthony (Tony) joined Becketts in March 2023 as a financial planner. Tony has worked in financial services since he was 18 in a variety of roles from being a cashier through to an Investment & Operations Director. Tony holds the Advanced Diploma in Financial Planning from the London Institute of Banking and Finance (LIBF) and is well versed in advising on retirement planning and tax mitigation. Alongside his financial planner role, Tony is active in spending time in local schools and colleges to educate students on managing their finances and promoting careers in financial services.

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

Lee Disney

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

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

David Bullard

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

David is married to Kate, with two young children, and you will often find them on a dog walk with Rolo their cocker spaniel. When time permits, David loves a game of golf and has a handicap of 7.

Samuel Brett

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.

Paul Avant

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

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

Jonathan Law

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. Jonathan is a Chartered Financial Planner having completed the CII Advanced Diploma in Regulated Financial Planning, advising clients across a breadth of areas tailored to their own individual needs and objectives. In recognition for his achievements to date, in 2023, he was shortlisted for the CII/PFS trade body’s Gordon Warren Young Achievers Award in recognition of high achievement under the age of 30.

Outside of work, Jonathan is a keen golfer and at the age of 29, he became the youngest club captain at his home course, Ufford Park, Woodbridge. You can also find him on the terraces of West Ham as a long-suffering season ticket holder.

Adam Borley

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

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.

George Hinds

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.

Joel Brett

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

Jane Drummond

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.

Helen Johnson

Helen joined Becketts in 2017 as a Senior Consultant Support in the Private Clients Team and has accumulated over 25 years of experience in the financial services industry.In 2024 she was awarded Chartered Financial Planner status following completion of the CII Advanced Diploma and in 2025 was awarded Fellowship of the Personal Finance Society.

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

Dawn Dearlove

Dawn’s Financial Services experience spans over 30 years and for the last 15 years she has been a member of the Beckett Financial Services in-house administration team. Her current role of Senior Team Leader is wide ranging supporting the Private Client Team, Team Leaders and Team Manager.

Georgia Brett

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.

Sam Travers-Ashman

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

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

Gemma Drew

Gemma started working in the Financial Services industry in 2001. She excelled in her role as a senior personal banking manager for the Lloyds Banking Group, dealing with clients either on the telephone or a face-to-face basis. Gemma then took a break in 2010 due to the birth of her son Dylan and returned to work when her son was two as a Financial Administrator with Moss and Roberts. Gemma worked there for six years dealing with clients and liaising between them and the Financial Adviser. Gemma really enjoyed the interaction with the clients and the Financial Advisers in helping them achieve and realise their financial objectives. Gemma then made the move to Waveney Valley IFA Ltd in December 2018 as an Executive Financial Administrator; when the company was formed and was an integral part of the team. Gemma took on more responsibility with Waveney Valley overseeing the day to day running of the office.

Matthew Earll

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

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

Sophie Apacible

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

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

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

Jessica Colson

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.

Keri Abbot

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

Jon Abbott

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

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.

Silvana Martinez

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

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

Lewis Offord

Lewis has worked in Financial Services since 2014. He currently holds the Diploma for Financial Advisers, having qualified in 2021, and is now working to achieve Chartered status through the CII. He is one of our Senior Financial Planner Support staff, endeavouring to assist to our Private Client advisers.

Outside of work, Lewis enjoys hiking and getting outdoors with the dogs. One whippet and one ‘accident’. Any spare time left after the dogs, kids and partner (and her horse), is usually filled with games with friends and family.

Chelsee De Niet

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

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

Grace Buchanan

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

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

Tomasz Dworzecki

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

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

Heather Doggett

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.

Sam Scarff

Sam joined Becketts in April 2025 and has worked in financial services for 15 years. Alongside her work in adviser and client support in this industry, she has enjoyed working in the mental health sector as a course facilitator and continues to have a keen interest in and volunteering in mental health.

Home and family are important to Sam, providing happiness and challenge she says, in roughly equal measure! Music, reading, piano playing, singing in a choir, pottering round the garden and having a good laugh with friends, are a few of the things that bring contentment.

Anthony Reynolds

After a pandemic career change, Anthony moved into Financial Services in 2021, before moving to Becketts (and East Anglia) in 2022. Anthony has a strong background in pensions from his time at WTW and enhanced his credentials in 2025, by completing his studies towards the Level 4 Diploma.

Outside of Becketts, Anthony enjoys spending time with his family. When he has the occasional spare moment in the wild, he can be found watching films or the latest series, playing video games, and (sometimes enjoying) watching Arsenal.

Tracey Brookes

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

Outside of work Tracey enjoys spending time with family and friends. She loves to socialise, travel, music concerts, cycling, walking, gardening and listening to music.

Maddy Wood

After three years with Lloyds Bank, Maddy was eager to advance her career in Financial Services. She successfully completed the Regulated Diploma in Financial Planning while working and studying alongside her role.

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

Patrick Whelan

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

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

Ellina Byrne

Ellina has been working in Financial Services for nearly four years. She graduated from the University of Essex with a Bachelor’s degree in American History and studied abroad at the University of Connecticut in America during her final year. She also recently completed her Master’s degree, also in American History, at the UEA, where she wrote her dissertation on the role of young people in US politics and elections.

In her spare time, she enjoys spending time with her two cats, reading, baking, going on walks, and going to concerts and the theatre with her friends.

Daniel Bezuidenhout

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.

Harvey Wright

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

Harvey has an interest in history and enjoys hiking and going to the gym in his spare time. He also plays rugby for the Bury St Edmunds social side.

Max Rolls

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

In his spare time, Max loves to travel to different countries. He also loves to play and watch football, and exercise as much as he can to keep fit and refresh mentally.

Charlotte Nunez Diaz

Charlotte has been working within financial services since 2016 and joined Becketts in January 2025 having previously worked in IFA firms as well as Curtis Banks. She is studying towards the Level 4 Diploma in financial planning with the CII.

Outside of work, Charlotte loves to spend time with her family, cooking and going to music festivals.

Hannah Price

Hannah joined in December 2024. After 10+ years working in the financial services for Lloyds Wealth Management and TSB, she took a break during lockdown to follow a passion for true crime and embarked on a Criminology and Sociology degree. After graduating in October 2024, Hannah wanted to get back into finance. Becketts seemed like the perfect opportunity.

Aside from work Hannah enjoys days out with her three children and going to the gym.

Ben Jones

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

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

Tim Wong

Tim joined Becketts in June 2025 and has been in the finance sector for over 5 years, from working in a customer services role to Financial Planning support.

Outside of work, Tim enjoys playing snooker and badminton, video/board games, spending time with friends and family, watching films and reading.

Jemima Hoque

Jemi used to work with an SJP practice as a Personal Assistant for two and a half years, which was her first finance role. Stepping into the industry was like being dropped in the deep end, but she got to learn a lot and now has an extensive knowledge and a better understanding.

Outside of work Jemi enjoys spending time with friends and family, going to concerts, watching Netflix, and travelling.

Scott Buxton

Scott joined Becketts in 2019 shortly after graduating with a first class degree in International Business Management. He is currently studying towards the CII’s Advanced Diploma in Financial Planning.

Outside of work Scott enjoys watching horse racing, F1 and walking his Samoyed, Frank.

Michaela Cooper

Michaela joined Becketts in February 2018 as our Receptionist/Administrator. After moving into the BAM team in March 2025 to provide support, she has now joined the Private Client team as Financial Planner Support.

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

Craig Reece

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

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

Christine Dare

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

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

Aaron Lal

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

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

Agata Atanasov

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

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

Harry Andrews

Harry joined Becketts in 2025 and will soon graduate from the University of Essex with a degree in Banking and Finance.

Outside of work, Harry is a big fan of sport and football with a season ticket at Ipswich. He further enjoys keeping fit by going to the gym, travelling, and socialising with friends.

Callum Gilbey

Callum has completed two years studying Business Finance and Accountancy at West Suffolk College and during that time, he had a talk from three members of the Becketts team which inspired him to join our firm.

In his spare time, Callum has many hobbies including playing football. His family are keen clay-pigeon shooters and Callum would like to excel at this sport. He is also is interested in trading and investing into stocks and shares long term.

Tracey Gloyne

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

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

Austin Brydon

Austin has worked for Becketts for almost 7 years and has accumulated nearly 30 years of industry knowledge. He is experienced in working with large plcs, SMEs, and small businesses. In his role he focuses on helping firms make their employee benefits work harder for the benefit of their business, delivering engaging communications and helping businesses improve their return on benefit spend. Key to achieving this is encouraging employees to understand, value and make the most of what is provided by their employer and delivering better employee outcomes. He consults on the design and implement of suitable benefit structures, that meet the individual needs of each client. With the support of the Becketts Employee Benefits team he delivers various communication programmes to help increase awareness and engagement.

Nicola Payne

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.

Andrew Wilkinson

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

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

Martin Moore

Martin is an Employee Services Consultant at Beckett Investment Management, working in the industry since 2012, specialising in helping organisations attract, engage, and retain top talent. With a passion for creating positive workplace experiences, he supports businesses in building strong, people-focused cultures through strategic planning and workplace education.

Outside of work, Martin is a board game tactician, football enthusiast, and countryside explorer. He shares his adventures with his fiance Zoe and their loyal hound Percy, who may or may not believe he’s the real boss of the household.

Stephen Welford

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.

Stephen is currently working towards his Diploma in Financial Services

In his spare time, Stephen likes to watch Tottenham Hotspur, play league poker and dominate the world of Petanque.

Karen Hubbard

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 to the theatre, travelling and gardening.

Leonie Rabey

Leonie has been a Becketts staple since 2017, supporting clients with employee benefits that help attract, engage, and retain staff. She’s currently training to become a consultant and enjoys the people-focused nature of her work.

Away from the office, Leonie is an enthusiastic cricketer, top quality baker, and part of Beckett’s film club and charitable group. She’s also a proud mum to Max and a lifelong Formula 1 fan.

Lily Mitchell

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

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

Frankie Campling

Frankie started his working career at Norwich City Football Club as ‘Saturday boy’ and worked his way up to store supervisor. He is still employed by NCFC currently as a Matchday Supervisor. He started working at Aviva in 2011 in Group Personal Pensions, then moved to Defined Benefit Pensions, before moving to the defined contribution staff scheme. Frankie joined NW Brown & Company in 2016 as a pensions administrator, then became the Pensions Manager, eventually taking on the group risk department before becoming Employee Benefits Manager. He has knowledge of pensions, life, income protection, critical illness and private medical products.

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

James Imhofe

Originally from a rural town on the Essex coast, James moved to Norwich 24 years ago to further his career with financial services. James is a knowledgeable individual with 35 years’ experience, working with both Private Clients and Corporate clients.

Outside of work, James loves being outdoors and is a keen carp fisherman which takes him to France most years. James also loves weekends away and foreign holidays, particularly cruising the seven seas.

Samuel Vignaux

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

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

Charlotte Griffin

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

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

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

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.

Ruth Blyth

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

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

Ellis Edwards

Ellis graduated from Nottingham Trent University in 2023 in Economics with International Finance and Banking and worked as a Finance Assistant at a firm in Bury St Edmunds before joining Becketts.

Outside of work he likes to play football, cricket and golf.

Lesley Delaney

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

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.

Mark Hall

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

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

Jessica joined in July 2000 and has worked in a variety of roles within Becketts from Junior Typist to Team Leader before settling into the role of Associate Director in Operations. Jessica has recently discovered her love for learning and is currently embarking on an Apprenticeship for Operations Management.

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

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 Bukk 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.

Ellen Chapman

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

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

Caroline Southgate

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

Out of work, Caroline loves being out in the countryside, walking and taking in the sites.  Now that her son has gone off to University, Caroline and her husband are enjoying trips away in their Campervan.

Liz McNeish

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 well as growing vegetables on her allotment. She also loves to spend as much time as possible with her seven Grandchildren and huge extended family.

Rebecca Ellis

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

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

Philip James

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

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

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.

Jennifer Osbourne

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

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

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

Brad Sandry

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

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

Jo Stewart

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

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

Joe Mason

Joe joined Becketts and the Operations Team in May 2023, after spending three and a half years as a Civil Servant at HCMTS Family Court in Bury St Edmunds. A keen footballer, he plays a couple of times a week and is a devoted Manchester United fan—often found watching their matches when he’s not on the pitch himself.

Outside of football, Joe is passionate about music and enjoys going to gigs and festivals. He’s attended Download Festival every year since 2023 and has seen artists such as Guns N’ Roses, Metallica, and Ed Sheeran.

He also enjoys spending time with family and friends, going on holiday, and putting his geology degree to use—often pointing out geological features to whoever’s closest at the time! Watching movies is another of his favourite ways to unwind.

Michelle January

Michelle has lived in and around Bury St. Edmunds for the last 30+ years and is a mum to daughter Mia and son Kieran. She first started with Becketts way back in the early 90s, working as a typist and doing various office admin work. Through the years she progressed and had various roles in the insurance broking sector, including MD’s PA, and dabbled in the technical side as a Commercial Account Handler for small businesses. After 30 years of being in an office role she decided to leave and do something completely different, going to Centre Parcs as part of the housekeeping team. Eventually, Michelle became self employed doing the cleaning for herself. She has now returned to Becketts as Front of House Co-ordinator, and she says it feels like she has never been away.

Michelle’s spare time is mostly taken up being a mum but she loves listening to 80s music (sorry not sorry!), going for a nice long walk on the beach on a sunny summer’s day or evening, or in amongst nature.