Business Details
38 Years
experience
Trusted Financial Advisers for Personalised Investment Solutions
Beckett Investment Management Group has been delivering expert financial advice since 1988, combining decades of industry experience with a client-centric approach. Our team of Chartered Financial Planners and specialists provides tailored investment strategies, retirement planning, and employee benefits solutions to private individuals and businesses. We prioritise trust, transparency, and long-term relationships, ensuring clients receive advice aligned with their unique circumstances and objectives.With a commitment to continuous professional development, we stay ahead of market trends and regulatory changes to offer informed guidance. Recognised by the Chartered Insurance Institute and trusted by over 4,150 satisfied clients, we combine technical expertise with empathy to support financial success across generations.
Services
Investment Management
Employee Benefits
Retirement Planning
Wealth Management
Financial Planning
Details
- Year established: 1988
Highlights and features
- Chartered status since 2011 with 120 CII points (exceeding minimum requirements)
- 37 years supporting clients with 98% satisfaction rate
- Holistic service combining investment, retirement, and employee benefits expertise
- Team of Chartered Financial Planners with sector-specific qualifications
- Comprehensive resources and client-focused communication materials
Associations and certifications
- Chartered Insurance Institute
What people say
Excellent service
Knowledgeable staff
Proactive communication
Trusted advisor
Personalised approach
Services
Investment Management
Our investment management service creates tailored portfolios aligned with risk profiles and financial goals. We combine active fund selection with strategic asset allocation, continuously monitoring market trends and adjusting strategies to optimise returns while maintaining appropriate risk levels. Clients benefit from regular performance reviews and transparent reporting.
Retirement Planning
We develop comprehensive retirement strategies considering pension provisions, tax efficiency, and income requirements. Our advisers help navigate complex pension rules, consolidate existing arrangements, and create sustainable income plans for post-retirement financial security while ensuring compliance with current legislation.
Employee Benefits
Our employee benefits consultancy helps businesses design competitive benefits packages including healthcare, pensions, and protection plans. We focus on improving staff retention and wellbeing while ensuring cost-effectiveness and compliance with regulatory requirements through tailored corporate financial solutions.
Wealth Management
Wealth management services integrate investment strategies with estate planning, tax mitigation, and intergenerational wealth transfer. Our holistic approach addresses both immediate financial needs and long-term wealth preservation goals through coordinated advice across multiple financial disciplines.
Financial Planning
Comprehensive financial planning covers all aspects of personal finance including cashflow management, debt reduction, and major life event planning. We create adaptable strategies that evolve with changing circumstances, supported by ongoing guidance and educational resources to enhance financial literacy.
People
Ian White
Executive Chair
Chartered Accountant with 40+ years financial sector experience. Rejoined Becketts in 2012 after initial tenure as Group Finance Director. Advocates mental health awareness and leads Suffolk Mind charity initiatives. Holds key leadership roles across multiple business functions.
Gavin Wood
Managing Director
Chartered Financial Planner with 30+ years experience. Leads client service strategy and adviser mentoring. Fellow of the Personal Finance Society. Combines technical expertise with empathetic approach developed through personal life experiences and client interactions.
Tracey Gloyne
Director of Employee Services
Employee benefits specialist with advanced financial planning qualifications. Represents Becketts with Group Risk Development. Focuses on career development and regional market expertise. Holds multiple industry accreditations and regulatory compliance expertise.
John Payne
Key Client Director
Chartered Financial Planner with 30+ years industry experience. Specialises in corporate financial planning and wealth management. Recognised UK expert in employee benefits. Combines technical excellence with fitness enthusiasm and client relationship focus.
Lesley Delaney
Operations Director
20+ years with Becketts progressing from support roles to leadership. Oversees business systems and process frameworks. Focuses on team development and operational efficiency. Enjoys international travel and Italian cultural experiences.
Questions
What services does Beckett Investment Management Group offer?
We provide investment management, retirement planning, wealth management, employee benefits consultancy, and financial planning services tailored to individual and corporate clients.
Are your financial advisers qualified?
All advisers hold Chartered status or advanced qualifications from the Chartered Insurance Institute, with 100% compliance with FCA regulatory requirements.
How does your investment process work?
We begin with comprehensive needs analysis, followed by custom portfolio creation, regular performance reviews, and adaptive strategy adjustments aligned with market conditions and client goals.
What areas do you cover?
We operate across East Anglia with offices in Bury St. Edmunds, Norwich, and Ipswich, serving clients nationwide through digital consultations and regional visits.
How are your fees structured?
Fees are transparently disclosed during initial consultations, typically comprising asset-based management fees, hourly rates for specific advice, or fixed charges for defined services.
Can I access my account online?
Yes, clients can securely access portfolio information and documents through our client portal, with direct support available via phone or email.
