Becketts was established in 1988 and is recognised as one of the largest regional providers of financial advice to individuals and corporate clients. We have offices across the East of England in Ipswich, Norwich and Bury St Edmunds, and currently manage assets in excess of £1.2bn on behalf of our clients.
Lesley Delaney, Operations Director
Partner Experts are Members & Ambassadors that have proved to supply the highest levels of training and support. They have also shown their commitment to excellence through their support of Includability Members & the community.
Becketts was established in 1988 and is recognised as one of the largest regional providers of financial advice to individuals and corporate clients. We have offices across the East of England in Ipswich, Norwich and Bury St Edmunds, and currently manage assets in excess of £1.2bn on behalf of our clients.
We are very proud to have been certified as a B Corporation (B Corp). This means our business meets the highest standards of social and environmental performance, transparency and accountability.
B Corp certification is a third-party certification standard issued by the non-profit B Lab behind the B Corporation movement. The certification shows that a company has had its claims voluntarily investigated by a third-party organisation and has taken legal accountability for its impact on stakeholders. The certification also reflects our commitment to diversity and inclusion; we were an early signatory to HM Treasury’s Women in Finance Charter which helps improve opportunities and progression for women in financial services, ensuring talented individuals can progress irrespective of their gender.
We hold the accreditation of Chartered Financial Planners, the most prestigious award in our profession, which means that our clients enjoy the highest standards in our industry. A recent client survey revealed an average score of 9.6 out of 10 and we have received awards for our employee engagement, and innovation – including a YouTube channel that features a variety of unique animations.
We are ranked as being one of the Top 100 Financial Firms in the UK by FT Adviser, a Financial Times publication, and Citywire’s New Model Adviser.
We have also received a number of awards for our employee engagement, client satisfaction and innovation within financial services.
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