About Beckett Investment Management Group

Welcome to Becketts Investment Management Group, where we believe that few firms can offer the breadth and depth of advice like we do. Our holistic service approach ensures that you benefit from the highest standards of advisory services, whether you are a private individual seeking tailored investment options or an HR Manager looking to provide comprehensive healthcare cover for your employees.

At Becketts, our philosophy is built on a foundation of trust, transparency, and a deep understanding of our clients’ unique needs. We recognise that successful investment strategies are not one-size-fits-all; they require a personalised approach that takes into account your individual circumstances and objectives. Our dedicated team is committed to guiding you through every step of your financial journey.

We offer a full spectrum of services designed to meet a diverse range of financial needs. Our expertise includes investment planning, retirement strategies, wealth management, and employee benefits solutions. Whether you’re looking to grow your personal wealth or enhance your company’s benefits package, Becketts provides comprehensive advice tailored to your specific goals.

Our team of seasoned professionals brings a wealth of knowledge and experience across various sectors. With decades in the industry, we stay ahead of market trends and regulatory changes to provide you with the most informed advice possible. Our commitment to continuous learning and professional development ensures that we deliver top-notch services in an ever-evolving financial landscape.

Explore our curated resources to enhance your understanding of investment strategies, market trends, and financial planning, empowering you to make informed decisions for your future.

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News & Updates

News & Updates
Read the latest news and comments from Becketts
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Video Explainers

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

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

Client Login
Log in to Aegon and Standard Life platforms here
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Documents

Documents
Important documents and downloads are kept here
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Purpose Led Company

Purpose Led Company
Find out about our roles and responsibilities within our community
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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.

Investing in Your Future, One Success at a Time

4150+SATISFIED CUSTOMERS
37yrsSUPPORTING CLIENTS
98%CLIENT SATISFACTION
110MEMBERS OF STAFF

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01284 754500

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

Susan T

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

Eamonn B

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

Barry C

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

Andy J

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

Jill F

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

Alison W

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

Laurie W

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

Robert E

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

Graham S

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

Chris J

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

Alan G

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

Cathy M

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

Kim T

Bury St Edmunds Office

Dettingen House
Dettingen Way
Bury St. Edmunds
Suffolk
IP33 3TU

Tel: 01284 754500

Norwich Office

St Thomas House
St Andrews Business Park
Norwich
Norfolk
NR7 0HR

Tel: 01603 986287

Ipswich Office

Connexions
159 Princes Street
Ipswich
Suffolk
IP1 1QJ

Tel: 01473 898188