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Monday 8:30am - 5pm Tuesday 8:30am - 5pm Wednesday 8:30am - 5pm Thursday 8:30am - 5pm Friday 8:30am - 5pm

Beckett Investment Management Group

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Beckett Investment Management Group

Award winning firm of independent financial advisers, employee benefit consultants and DFMs

02/09/2026

Life rarely follows a perfectly predictable path. An emergency fund acts as a financial safety net, helping to cover unexpected expenses such as home repairs, medical costs or temporary loss of income.

Building an emergency fund doesn't require dramatic changes. Setting aside small amounts regularly can gradually create meaningful protection.

Every financial situation is unique. If you'd like to discuss how this could affect your own plans, the Beckett team would be happy to help.

01/09/2026

Major life events often bring important financial considerations. Marriage may create opportunities for joint planning, while divorce can require a reassessment of financial arrangements and long-term objectives.

Understanding pensions, investments, tax implications and estate planning can help ensure informed decision-making during periods of change.

Financial planning is about supporting life's transitions with confidence.

Every financial situation is unique. If you'd like to discuss how this could affect your own plans, the Beckett team would be happy to help.

28/08/2026

“New colleagues, new procedures and working practices – every day I seem to learn something new.”

Starting a new role is invariably daunting so we’re pleased that Russell Hall, Senior Financial Planner, is so positive about his experience so far at Beckett.

Russell highlights the importance of support, noting that his colleagues have “worked so hard, and been so patient, to integrate me into the team”.

We’re very pleased to have you with us, Russell.

27/08/2026

Proud to have been named among the UK's Best Workplaces for Wellbeing™ 2026 by Great Place To Work®!

It's a reflection of our commitment to prioritising our team's wellbeing, as evidenced by their valuable anonymous feedback.

A big shoutout to our amazing employees – your input shapes our exceptional company culture!

https://www.greatplacetowork.co.uk/best-workplaces/wellbeing/2026?size=medium

24/08/2026

Financial priorities often evolve throughout life.

A younger investor may focus on growth, while someone approaching retirement may place greater emphasis on stability and income.

Asset allocation helps balance these objectives by spreading investments across different asset classes.

If you'd like to understand whether your investments remain suitable for your goals, speak with a member of the Beckett team.

21/08/2026

“I would call it one of the best decisions of my life by joining Becketts.”

It’s not every day you hear someone describe their workplace like that. But for Agata Atanasov, it’s the people, the teamwork, and the genuine care shown by colleagues and leadership that make Beckett stand out.

From personal development support to pulling together on hectic days, the culture here fosters growth and belonging at every level.

If purpose, progression, and a place where people come first matters, take a look at our current vacancies: https://www.beckettinvest.com/careers/

20/08/2026

Salary Exchange arrangements can provide advantages for both employers and employees by allowing pension contributions to be made before tax and National Insurance deductions.

While the concept can sound technical, the principle is straightforward: a small adjustment to how pension contributions are made may improve overall efficiency.

Understanding whether Salary Exchange is suitable requires individual consideration and professional advice.

If you'd like to explore how Salary Exchange can be implemented in your organisation, we'd be delighted to help.

18/08/2026

Why B Corp matters to Becketts

We believe great financial advice should be delivered with care, integrity, and purpose. Being a B Corp helps us stay accountable to those values.

It shows clients, colleagues, and partners that we take sustainability and responsibility seriously.

17/08/2026

Economic indicators such as inflation, interest rates and employment data regularly make headlines, but what do they mean for investors?

These figures help provide insight into the health of the economy and can influence market sentiment. While short-term market reactions often attract attention, successful investing typically focuses on long-term objectives rather than daily headlines.

Understanding the bigger picture can help investors navigate changing market conditions with greater confidence.

If you'd like to understand whether your investments remain suitable for your goals, speak with a member of the Beckett team.

14/08/2026

“I have never felt more part of a team than I do here.”

That’s how Kelly Holmes describes her experience since joining from another financial planning firm. From day one, she felt welcomed, supported, and empowered to grow.

Creating a culture where wellbeing and development go hand in hand isn’t a slogan. It’s the standard. If you're looking for a career move that feels like coming home, we’d love to talk.

https://www.beckettinvest.com/careers/

Address

Dettingen House, Dettingen Way
Bury St. Edmunds
IP333TU

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 5pm

Website

http://www.beckettinvest.com/

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