About Us

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We're the local team with National buying power
The Beckett Investment Management Group is one of the largest regional Independent Financial Advisers in the UK. For nearly 20 years we have provided a comprehensive financial and investment planning service for individuals, companies, partnerships, pension funds and trusts. Today, we have over 10,000 clients, many of whom have been with us since the 1980's, with total funds of over £200 million.

Our teams of dedicated specialists have valuable local experience and knowledge and provide an individual service, backed by a market presence big enough to deliver superior products and innovative solutions to your specific financial needs.

We have all the expertise on board to deliver first class advice
The Group has two divisions, Beckett Financial Services (BFS) and Beckett Asset Management (BAM). These two operating companies are focused on specific areas of the industry and have their own individual teams of experts and consultants.

They work very closely together, which means that you will always have access to the full range of financial products and services available in the market and consistently get first class advice from first class people.

Beckett Financial Services (BFS)
BFS has a large team of experienced consultants specialising in almost every aspect of financial planning for both businesses and private individuals. There is also a dedicated employee benefits team, advising and administering pensions and a range of other benefits to hundreds of our corporate clients.

Providing first class financial advice to businesses both large and small is a core area of expertise at Becketts. Through our work in this area we have developed long-standing relationships with many business owners, directors and senior employees and many have gone on to become valued private clients.

Wealth management Inheritance tax planning Retirement planning Director pension schemes

Employee benefits Partnership and shareholder Protection  Key person cover Life and health insurance

Beckett Asset Management (BAM)
BAM provide independent investment expertise. We develop and manage investment portfolios for private investors, trustees and pension funds. Some investors prefer a secure route designed to provide a steady return; some prefer a higher level of risk with potentially higher yields. We understand that everyone is different and our service is always individually tailored to you. 

• Discretionary fund management
• Savings and investment review and proposals
• PEP and ISA consolidation
• Investment monitoring and evaluation
• Investment consulting and trustee training

You can depend on our independence
The issue of independence is important, especially when it comes to being able to offer advice. Following a review by the Industry regulator, the Financial Services Authority, you can now get financial advice in a number of ways - through an Independent Financial Adviser (IFA), or from a 'tied' agent, or a 'multi-tied' agent, or a ‘whole of market’ adviser. As an authorised Independent Financial Adviser we can make tailored recommendations with the full knowledge and understanding of what the complete market has to offer. All ‘tied’ advisers are tied to the products and services of one or more companies.

Independent financial advice is considered the industry's gold standard and we are committed to our independent status in order to provide first class impartial advice, products and services to our clients.

We're trusted by our clients and respected by our peers.
We understand that above all, you need to work with people you can trust. We recognise the importance of open, straightforward relationships and we make sure that we spend time with you to gain a thorough understanding of your circumstances and objectives and keep abreast of how these may change over time.

The member firms of The Beckett Investment Management Group are authorised and regulated by the Financial Services Authority - a further assurance that your money is in safe hands.