Beckett Investment Management Group

Beckett Investment Management Group, known as Becketts, has advised private individuals and companies on money matters since 1988. The UK firm combines personal financial planning with workplace benefits advice, so the same adviser team can serve a private investor or an HR manager. It describes itself as a purpose-led business with diversity and inclusion at the centre of its culture.

What Beckett Investment Management Group offers

• Independent financial advice: planning to keep private clients on track for their financial goals.
• Employee benefits: designing benefits packages, including healthcare cover, for employers.
• Discretionary managed portfolios: investment portfolios run on the client's behalf.
• Pensions guidance: including on-site pensions clinics and one-to-one sessions for staff.
• Client resources: news, video explainers and online access to pension and investment platforms.

Clients

The firm works with private clients and with organisations of all sizes across the UK, stating partnerships with more than 900 organisations.

Key facts

• Based in: United Kingdom
• Founded: 1988
• Team: 126 staff
• Accreditation: Beckett Financial Services has held Chartered status from the Chartered Insurance Institute every year since 2011