Business Details
38 Years
experience
Your Trusted Partner for Financial Advisory Solutions
Becketts Investment Management Group has been delivering expert financial advice since 1988, combining deep industry knowledge with a client-centric approach. Our holistic service model ensures private individuals and businesses receive tailored investment strategies, retirement planning, and employee benefits solutions. With Chartered status awarded by the Chartered Insurance Institute since 2011, we maintain rigorous professional standards and a commitment to continuous learning. Our team of experienced financial planners holds prestigious accreditations, including Fellowships of the Personal Finance Society, demonstrating our technical expertise and ethical practice.We prioritise transparency, building long-term relationships through personalised guidance that adapts to evolving client needs. With 4,150+ satisfied clients and 98% satisfaction rates, our reputation for excellence is evidenced by decades of positive client testimonials and industry recognition. Our three East Anglia offices in Bury St Edmunds, Norwich, and Ipswich provide accessible, community-focused financial expertise backed by national regulatory compliance.
Services
Investment Management
Employee Services
Retirement Planning
Wealth Management
Financial Planning
Details
- Year established: 1988
Highlights and features
- 37 years supporting clients with Chartered status since 2011
- 98% client satisfaction rate across 4,150+ cases
- Team of Chartered Financial Planners and Personal Finance Society Fellows
- Holistic approach combining investment, retirement, and employee benefits expertise
- Regulated by Financial Conduct Authority with transparent fee structures
Associations and certifications
- Chartered Insurance Institute
What people say
Excellent service
Knowledgeable staff
Personalised approach
High satisfaction
Proactive communication
Services
Investment Management
Our investment management service creates tailored portfolios aligned with individual risk profiles and financial goals. We employ active asset allocation strategies combining equities, bonds, and alternative investments to optimise returns while managing risk. Clients benefit from regular performance reviews and transparent reporting, with access to specialist fund managers and ethical investment options. Our approach focuses on long-term capital growth while maintaining appropriate liquidity for changing circumstances.
Retirement Planning
We provide comprehensive retirement planning solutions covering state pension optimisation, workplace pension strategies, and self-invested personal pensions (SIPPs). Our specialists help clients determine appropriate retirement dates, income requirements, and tax-efficient withdrawal strategies. We offer regular reviews to ensure plans remain aligned with changing regulations and personal circumstances, including inheritance tax planning considerations.
Employee Services
Our employee benefits consultancy helps businesses design competitive reward packages including group risk insurance, healthcare schemes, and pension arrangements. We work with HR departments to implement cost-effective solutions that enhance staff retention while meeting regulatory requirements. Services include benefits communication strategies, compliance audits, and tailored packages for SMEs and large corporations across East Anglia.
Wealth Management
Our wealth management service integrates tax planning, estate preservation, and intergenerational wealth transfer strategies. We address complex financial needs through coordinated advice on property investments, business succession planning, and charitable giving. Clients receive comprehensive cashflow modelling and scenario analysis to ensure long-term financial security across multiple generations.
Financial Planning
We deliver holistic financial planning covering life insurance, mortgage advice, education funding, and major life events. Our advisers create comprehensive roadmaps that coordinate short-term needs with long-term objectives, incorporating risk management and emergency fund planning. Regular reviews ensure plans evolve with clients' changing circumstances and market conditions.
People
Ian White
Executive Chair
Chartered Accountant with 40+ years financial services experience, specialising in corporate governance and mental health advocacy. Leads strategic direction while championing employee wellbeing initiatives.
Gavin Wood
Managing Director
Chartered Financial Planner with 30+ years industry experience, specialising in client service innovation and financial adviser mentoring. Oversees business strategy and professional partnerships.
Tracey Gloyne
Director of Employee Services
Employee benefits expert with advanced financial planning qualifications, specialising in corporate wellbeing programmes and staff retention strategies across East Anglia.
John Payne
Key Client Director
Chartered Financial Planner with 30+ years experience advising high-net-worth individuals and businesses on wealth management and corporate financial planning solutions.
Lesley Delaney
Operations Director
25+ years financial services experience, specialising in business systems optimisation and team development. Oversees operational efficiency and client service processes.
Questions
What financial services do you specialise in?
We specialise in investment management, retirement planning, employee benefits, and wealth management solutions tailored to individual and corporate clients.
Are you regulated by financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority with Chartered status from the Chartered Insurance Institute since 2011.
Which areas do you cover?
We serve clients across East Anglia with offices in Bury St Edmunds, Norwich, and Ipswich, supporting clients nationwide.
What qualifications do your advisers hold?
Our team includes Chartered Financial Planners, Personal Finance Society Fellows, and specialists with SOLLA accreditation for later-life planning.
How do you ensure client satisfaction?
Through regular reviews, transparent communication, and tailored solutions that adapt to changing client needs and market conditions.
Can you help with corporate employee benefits?
Yes, we design and implement employee benefit schemes that enhance staff retention and wellbeing for businesses of all sizes.
