Thursday 19th October 2017
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Welcome to Becketts – Independent Chartered Financial Planners

 

Who are Becketts?

Based in East Anglia, we are recognised as one of the largest independent regional providers of impartial financial advice to individuals and corporate clients.


" Our mission is to deliver a bespoke service to our clients which meets their financial aims and objectives. Our clients are at the heart of what we do”.

Robert Beckett, Chairman Beckett Investment Management Group

 

Independent financial advice you can trust

We hold the accreditation of Corporate Chartered Financial Planners from the Chartered Insurance Institute (CII).

This the most prestigious award in the profession, and is only awarded to those firms with 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 CII professional qualifications.

A wealth of experience

Established in 1988 by our now Chairman Robert Beckett, Beckett Investment Management Group comprises of two divisions: Beckett Financial Services Limited (BFS) and Beckett Asset Management Limited (BAM).

Both divisions are located in our head office based in Bury St Edmunds, whilst we have a further office in Kibworth, Leicestershire, which specialises in Healthcare plans for a wide range of individuals and businesses.

Over the last 25 years, our specialist teams have supported our clients in the construction of sound financial plans for individuals and businesses alike: enabling them to make financial planning decisions based on the independent advice we have provided them with.

Why choose Becketts?

We put the client at the heart of everything we do, recognising that each and every individual has different needs and objectives

Whether you are considering the options available to your business, or are conscious of the need to secure your family’s financial future, we firmly believe we’re ideally placed to advise you on a broad array of independent financial solutions spanning from group and individual personal pension schemes: income and capital growth strategies, planning for or at retirement solutions, Inheritance tax planning and wealth management.

What our clients say about us

‘’Service and advice is first class. We cannot imagine what might have happened if we had been looking after these finances ourselves’’

Mr B, Cambridgeshire

‘’We felt that our adviser had researched our options thoroughly and also gave us a substantial amount of time to discuss these. We were also impressed by the ‘follow through’ on the day, getting things finalised with no delay’’

Mr and Mrs H, Norfolk

‘’The comprehensive information given by my adviser, in such a pleasant and relaxed manner, made it so much easier to make the final decisions. Receiving such detailed paperwork in writing after each meeting was also especially helpful’’

Mr and Mrs P, Suffolk

Let us help you in mapping your financial future

Call us on 01284 754500

or visit our website www.beckettinvest.com