Beckett Investment Management Group

Beckett Investment Management Group Award winning firm of independent financial advisers, employee benefit consultants and DFMs

National Payroll Week is a moment to recognise the vital work that keeps businesses running — and people paid. For us, t...
08/09/2026

National Payroll Week is a moment to recognise the vital work that keeps businesses running — and people paid. For us, that work is quietly, precisely, and consistently delivered by Claire and Amy. Between them, they ensure accuracy, compliance, and peace of mind every single month — even when the rules change or the timelines shrink.

Payroll might not always be visible, but it’s essential. Here’s to the professionals who get it right — often without fanfare, but never without impact.

Investors today have more choice than ever. Index funds aim to track a specific market, passive funds generally seek to ...
07/09/2026

Investors today have more choice than ever. Index funds aim to track a specific market, passive funds generally seek to mirror market performance, while actively managed funds involve investment managers making decisions in pursuit of outperformance. Each approach offers potential advantages depending on your objectives and preferences. Understanding the differences can help ensure your portfolio is aligned with your long-term goals and risk profile.

Investment decisions should always reflect your personal objectives and attitude to risk. If you'd like a professional review of your portfolio, Beckett can help.

“There’s a real focus on wellbeing, inclusivity and a sense that you are more than just a job.” That’s how Laura Davies ...
04/09/2026

“There’s a real focus on wellbeing, inclusivity and a sense that you are more than just a job.” That’s how Laura Davies describes her return to Beckett after a career break.

Laura’s story highlights what makes our culture different: a supportive environment, a strong sense of belonging, and colleagues who are always happy to help.

Whether you're returning to work, looking for a new challenge or simply exploring your next move, we believe everyone should feel welcomed, included, and valued from day one.

If you're ready to be part of a workplace where your contribution matters - and your wellbeing is a priority - take a look at our current opportunities.

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

Life rarely follows a perfectly predictable path. An emergency fund acts as a financial safety net, helping to cover une...
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.

Major life events often bring important financial considerations. Marriage may create opportunities for joint planning, ...
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.

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

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

Financial priorities often evolve throughout life. A younger investor may focus on growth, while someone approaching ret...
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.

“I would call it one of the best decisions of my life by joining Becketts.” It’s not every day you hear someone describ...
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/

Salary Exchange arrangements can provide advantages for both employers and employees by allowing pension contributions t...
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.

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

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