Beckett Financial Services Limited

Independent Financial Adviser  St Thomas House, Norwich, NR7 0HR
Award winning Chartered Financial Planners who provide independent financial advice and wealth management.
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Meet our advisers
Mr George Hinds DipPFS
Private Client Consultant
Mrs Jenny Willliams APFS
Chartered Financial Planner
Mr Sam Brett Dip PFS
Financial Consultant
Mrs Charlotte Wilson DipPFS
Private Client Consultant
About us

Beckett Financial Services has been supporting clients in the creation of financial plans for their families and businesses for more than 33 years. We are accredited Chartered Financial Planners from the Chartered Insurance Institute which is the most prestigious award in the profession; only a small number of firms are able to achieve accreditation.

A recent client survey revealled a satisfaction score of 9.4 out of 10, and we have won awards for our employee engagement.

Becketts is ranked as one of the Top 100 financial firms in the UK by two prestigious publishers: Citywire and FT Adviser (a Financial Times publication).

Our services

We provide independent financial advice for private and corporate clients and we have a team of highly qualified consultants who are experts in creating the right solutions for your circumstances.

We are one of few provincial companies that have in-house discretionary asset management facilities.

We also have an employee benefits team that is dedicated to assisting corporate clients with Group Risk, Pensions and Healthcare.

Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Advice methods
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    Online (Live chat, video, email)
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    Face to face

St Thomas House, St Andrews Business Park, Norwich, NR7 0HR

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