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.
Whether your business is an international brand or a small local company Includability can help benefit you and your team. Our membership offers not only exclusive unlimited access to our job board, but special discounts, community webinars and great support for your business as you grow. Find out why organisations choose the Includability community to help them offer a more inclusive workplace
Our members are dedicated to helping create a society that is free from discrimination, that cares for our planet and has genuine focus on our colleagues, friends and employees Mental Health and Wellbeing. That is what Community means to us and we would love for you to be a part of it.
If you are a company that is committed to creating an inclusive, sustainable and mentally healthy workplace culture, we understand the potential challenges that you may come up against.
Our 6-call verification process, conducted by expert Verification Partners, meticulously analyses your organisation’s practices. This is followed by a Verification Partner Report that identifies areas of strength and opportunities for improvement.
You will benefit from regular informative and educational webinars, resources and a community of ambassadors, Partner Experts and exclusive member benefits.
As an organisation, the key to making meaningful progress is communicating effectively, regularly and with transparency. Our community, who are all passionate about our key pillars, are available to offer you advice, support and guidance when needed.
Individually we can make a difference, but together we can instigate meaningful and positive change. The Includability team is here to make introductions, encourage the sharing of best practice and support each other as we navigate our way to the inclusive and sustainable workplace culture we are all striving to achieve.
Don’t underestimate the power of collaboration.
To create an inclusive workplace culture takes expertise and knowledge which is why we encourage our members to work together. Our regular community networking sessions will provide you access to our directory of Ambassadors, members and advisors so you know that the people you are working with will not only give you the right advice but also share the same values as you.
Relationships are more than just about completing a job or task which is why we use the word community. What we think you’ll love most about Includability is that every person and business has the same values and is working towards the same goal - to create a society that is free from discrimination, that cares for our planet and has genuine focus on our colleagues, friends and employees’ Mental Health and Wellbeing.
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