Beckett Financial Services

Becketts is a multi-award-winning firm of Chartered Financial Planners and Employee Benefit specialists. We began trading in 1988 and we are recognised as being one of the Top 100 financial firms in the UK. We currently manage around £0.9 billion of private client funds and we operate from four offices across the East of England.

Products and services

Wealth Management

Beckett Asset Management (BAM) is a discretionary fund manager that manages the investment of clients' assets; the client authorises BAM to make changes to their portfolio from time to time to ensure it adheres to the client's strategic objectives.

With around £500m under management, Beckett Asset Management is one of the leading discretionary fund managers of its type in the UK and manages investments on behalf of: Private individuals; Pension Funds; Trusts; and Charities.

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Financial Planning for 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.

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Employee Benefits

The right Employee Benefits package helps protect your team and make sure your company is attracting the best talent.

Becketts can help you with your:

  • Workplace Pensions
  • Group Life Assurance
  • Group Income Protection
  • Group Critical Illness
  • Group Sick Pay Insurance
  • Healthcare

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