For you & your family
Make the most of everything you’ve worked for.
Plan a confident retirement, grow and protect your wealth, and pass on more to the people you love.
Chartered Financial Planners in Suffolk & Norfolk Clarity for the road ahead.
Whether you’re planning retirement, growing your wealth or thinking about what you’ll pass on, our Chartered Financial Planners help you see the way clearly and move forward with confidence.
- Your first meeting is at our expense
- No obligation, no jargon
6,030+ clients trust Becketts with their plans 98% client satisfaction, 38 years of advice
- Chartered Financial Planners Chartered Insurance Institute
- Authorised & regulated by the FCA Firm Reference Number 138104
- Certified B Corporation Verified social & environmental standards
- Women in Finance Charter Signatory since 2017
- SOLLA-accredited advisers Specialist later life advice
How we can help
Advice for every chapter, at home and at work.
For employers
Benefits your people will genuinely value.
Workplace pensions, group protection and employee benefits, set up and looked after by our Employee Services team.
Personal financial advice
Joined-up advice for the decisions that matter most.
Financial questions rarely arrive one at a time. So we look at your whole picture (pensions, savings, property, family and plans) and bring it together into one clear strategy.
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Retirement planning
Know when you can stop working, what you can afford to spend, and how to make your savings last as long as you need them to.
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Inheritance tax planning
Pass on more of what you’ve built, with lifetime gifting, trusts and estate strategies shaped around your family.
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Investment advice
Portfolios built around your goals and attitude to risk, monitored closely and reviewed regularly with you.
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Pension consolidation
Bring old pensions together where it’s in your interests. Consolidating isn’t right for everyone, and you could lose valuable benefits.
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Private client wealth management
A dedicated planner and support team for business owners, professionals and families with more complex finances.
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Later life & care planning
Advice from SOLLA-accredited advisers on paying for long-term care and supporting the people you love in later life.
Not sure what you need? Most of our clients start with a simple conversation, and so can you.
Book a free consultation
6 April 2027
when the new rules begin
Inheritance Tax from April 2027
From April 2027, your pension could count towards your estate.
For deaths on or after 6 April 2027, most unused pension funds and pension death benefits will be included in the value of an estate for Inheritance Tax. For many families, that could mean a larger tax bill and less for the people they want to provide for.
The good news: there’s still time to plan. A review now could change how you draw your pension, how and when you give, and how much reaches the people you love.
- Will my estate be over the Inheritance Tax thresholds?
- Should I change how I draw from my pension?
- Is gifting during my lifetime right for me?
- Are my will, trusts and pension nominations still fit for purpose?
Tax treatment depends on your individual circumstances, and tax rules, rates and thresholds can change. The Financial Conduct Authority does not regulate advice on wills, trusts or estate planning.
How it works
Four steps to a plan you can believe in.
No jargon, no pressure and no surprises. Just a clear path from your first conversation to lasting confidence.
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Step 1
A first meeting, on us
Tell us what matters to you. Your first meeting is at our expense and comes with no obligation.
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Step 2
We get to know you
Your goals, finances, family and attitude to risk. Then we map out your future finances, so you can see where you’re heading.
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Step 3
Your clear plan
Straightforward written recommendations, with our charges explained and agreed before you commit to anything.
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Step 4
We stay by your side
Regular reviews keep your plan on course as your life, the markets and the rules change.
Start with step one
Free, friendly and without obligation.
Why Becketts
The depth of a large firm. The care of a local one.
For 38 years, families and businesses across East Anglia have trusted us with the decisions that shape their futures. Here’s what makes the difference.
More about Becketts-
Chartered, every year since 2011
Chartered status is awarded by the Chartered Insurance Institute to firms that meet demanding standards of qualification, professionalism and ethics.
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Specialists under one roof
126 people, including Chartered Financial Planners, technical specialists and SOLLA-accredited later life advisers, so you always have the right expertise.
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Rooted in East Anglia
Four offices across Suffolk and Norfolk, and a team that knows the region, its businesses and its families.
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Purpose-led, independently verified
As a Certified B Corporation, we’re held to high standards of social and environmental performance, transparency and accountability.
- Years supporting clients, since 1988
- 38
- Clients
- 6,030+
- Client satisfaction
- 98%
- B Impact Score (the pass mark is 80)
- 105.6
Growing with East Anglia
Since 2025, respected local firms including Swallow Financial Planning (Ipswich), Absolute Sense Financial Planners (Ely) and Norfolk & Suffolk Financial Services (Lowestoft) have joined the Beckett family.
Latest newsClient stories
In our clients’ own words.
We measure ourselves by the relationships we build. Some of our clients have been with us for more than 25 years.
Becketts have been my financial advisors for +25 years and I have always been very satisfied with the advice I have been given.
Calm, no nonsense, knowledgeable, friendly approach. Prompt responses from my consultant to queries. Reassurance of not dealing with a one-man band or backroom-billy adviser with limited back-up and resources.
We have been very pleased with Peter and his colleagues’ ability to explain details clearly and work through some difficult interactions with pension administrators.
Excellent service and communication. I find the staff to be very proactive in forward thinking advice.
Our people
Real people. Real expertise. Right here in East Anglia.
Behind every plan is a team of qualified planners, technical specialists and support staff who take the time to get to know you properly.
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Gavin Wood
Managing Director
Chartered Financial Planner and Fellow of the Personal Finance Society.
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Jenny Williams
Head of Private Clients
Fellow of the PFS and SOLLA-accredited later life adviser.
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Russell Hall
Senior Financial Planner
Chartered, FPFS, FCII and STEP affiliate, with 30+ years’ experience.
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Ben Brinkley-Everard
Senior Financial Planner
Chartered planner specialising in wealth, tax and estate planning.
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Jodie Kemsley
Chartered Financial Planner
Advising clients since 2019, with the Advanced Diploma in Regulated Financial Planning.
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Nicola Payne
Key Account Consultant, Employee Services
Chartered Financial Planner, with Becketts since 2001.
126 people across four offices: planners, specialists and the support teams behind them.
Meet the whole teamPurpose-led
Good advice. Good business. Good for East Anglia.
We believe a financial planning firm should be a force for good: for our clients, our people and the communities we all call home.
Our purpose & commitments-
Certified B Corporation
Independently verified for how we treat our clients, our people, our community and the planet.
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Women in Finance Charter
A signatory since 2017, committed to gender balance at every level of our firm.
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Financial Vulnerability Charter
Nine commitments to make sure every client is understood, supported and treated fairly.
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£10,000 for local causes
Raised in 2025 for the Beckett Health & Wellbeing Fund at Suffolk Community Foundation.
Find us
Four offices. One team. Never far away.
Meet us face to face at any of our four offices across Suffolk and Norfolk. Your first meeting is at our expense.
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Head office
Bury St Edmunds
Dettingen House, Dettingen Way
Bury St Edmunds, Suffolk IP33 3TU -
Norfolk
Norwich
St Thomas House, St Andrews Business Park
Norwich, Norfolk NR7 0HR -
Suffolk
Ipswich
Connexions, 159 Princes Street
Ipswich, Suffolk IP1 1QJ -
Our newest office
Lowestoft
3 Quay View Business Park, Barnards Way
Lowestoft, Suffolk NR32 2HD
Questions
Good questions to ask a financial planner.
Can’t see yours? Call us on 01284 754500 or email our team. We’re always happy to help.
Is the first meeting really free?
Yes. Your first meeting is at our expense and there’s no obligation to go any further. It’s a chance to talk about what you want to achieve, ask questions and decide whether we’re right for you.
How much does financial advice cost?
That depends on what you need. Before any chargeable work begins, we’ll explain our charges and agree them with you, so you know what you’re paying and why.
What does “Chartered Financial Planners” mean?
Chartered status is awarded by the Chartered Insurance Institute (CII) to firms that meet demanding standards of qualification, professionalism and ethics, and that commit to the CII’s Code of Ethics. We’ve held it every year since 2011.
Do I need a lot of money to work with you?
There’s no typical Beckett client. Some people come to us with a single pension question; others with complex family wealth or a business to plan for. Book a first meeting at our expense and we’ll tell you honestly whether, and how, we can help.
Where will we meet?
At one of our four offices, in Bury St Edmunds, Norwich, Ipswich or Lowestoft. Tell us which suits you best when you get in touch.
Are you regulated?
Yes. Beckett Financial Services Limited is authorised and regulated by the Financial Conduct Authority (Firm Reference Number 138104). You can check our details on the FCA Register (opens in a new tab).
Your free first meeting
Let’s talk about your road ahead.
Book a free, no-obligation first meeting with one of our planners. We’ll listen, answer your questions and tell you honestly how we can help.
- Your first meeting is at our expense
- Chartered advice, in plain English
- Four offices across Suffolk & Norfolk
Thank you.
We’ve received your request. One of our team will be in touch shortly to arrange your free first meeting.
Prefer to talk now? Call 01284 754500.