What is Beckett Investment Management Group?
Beckett Investment Management Group, often just called Becketts, is a purpose-driven firm that truly puts diversity and inclusion at the heart of its culture. It’s not just another financial adviser; it’s a place where you get the full spectrum of advice, whether you’re a private individual exploring investment options or an HR Manager aiming to provide healthcare cover for your team. Their holistic approach means clients benefit from top-tier advice across the board, making them stand out in the wealth management scene in Norfolk, Suffolk, and beyond.
Main Benefits of Choosing Becketts
When it comes to trust and expertise, Becketts has some impressive numbers backing them up:
- Over 4,150 satisfied customers who’ve placed their trust in them
- 37 years of unwavering support to clients, building long-term relationships
- A remarkable 98% client satisfaction rate — that’s nearly everyone happy!
- 110 dedicated members of staff working to deliver excellent service
Chartered Status: A Mark of Excellence
Since 2011, Beckett Financial Services has proudly held Chartered status, a prestigious recognition awarded by the Chartered Insurance Institute (CII). This isn’t just a badge; it’s a testament to their commitment to professional excellence. Achieving 120 points on the CII’s rigorous points-based system — well above the 50-point minimum — shows how seriously they take their role as trusted financial advisers. Plus, all Chartered Financial Planners at Becketts adhere strictly to the CII’s Code of Ethics, ensuring the highest standards in every business interaction.
Offices Across Norfolk and Suffolk
Becketts has a strong local presence with offices strategically located to serve clients across the region:
- Bury St Edmunds Office: Dettingen House, Dettingen Way, Bury St. Edmunds, Suffolk IP33 3TU — Tel: 01284 754500
- Norwich Office: St Thomas House, St Andrews Business Park, Norwich, Norfolk NR7 0HR — Tel: 01603 986287
- Ipswich Office: Connexions, 159 Princes Street, Ipswich, Suffolk IP1 1QJ — Tel: 01473 898188
These locations make it easy for clients in Cambridge, Norfolk, Suffolk, and surrounding areas to access expert financial advice without hassle.
Beckett’s Commitment to Social Impact and Sustainability
Becketts isn’t just about numbers and investments; it’s about making a difference. Their Social Impact Portfolio reflects a dedication to responsible investing, ensuring that clients’ wealth grows while supporting positive social outcomes. This aligns perfectly with their purpose-led approach, blending financial success with meaningful impact. It’s a refreshing take on wealth management that resonates with clients who care about more than just returns.
Project Impact: Aligning with Global Goals
- SDG 5: Gender Equality — promoting diversity and inclusion within the company culture
- SDG 8: Decent Work and Economic Growth — providing stable employment and professional development
- SDG 10: Reduced Inequalities — offering accessible financial advice to a broad client base
- SDG 12: Responsible Consumption and Production — encouraging sustainable investment portfolios
- SDG 17: Partnerships for the Goals — collaborating with clients and communities to drive social impact
Why Becketts Stands Out in the Investment Advising Industry
With a B Corp score of 93.8, Beckett Investment Management Group ranks among the leaders in responsible business practices. Their blend of professional recognition, client satisfaction, and social responsibility creates a unique offering in the financial adviser landscape. Whether you’re in Cambridge, Norfolk, or Suffolk, Becketts brings a dynamic, engaging approach to wealth management — one that’s as much about people and purpose as it is about portfolios and profits.
