Beckett Financial Services Limited
Dettingen House
Dettingen Way
Bury St. Edmunds
IP33 3TU
We provide independent financial advice for private and corporate clients. Our company is recognised as being number 12 in the top 100 UK Financial Adviser firms, and we are one of few provincial companies that have in-house discretionary asset management facilities. We specialise in private financial planning and have a team of highly qualified consultants who are experts in creating the right solutions for your circumstances. We also have an employee benefits team that is dedicated to assisting corporate clients with Group Risk, Pensions and Healthcare.
Becket Financial Services is privately owned and, since 1988, our specialist teams have supported clients in the creation of financial plans for their families or their businesses. We are accredited Chartered Financial Planners from the Chartered Insurance Institute which is the most prestigious award in the profession; it is only awarded to those firms with a proven record in providing the highest level of service to their clients, demonstrating a culture of integrity, as well as the attainment of and commitment to the CII’s professional qualifications.
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.