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Beckett Wealth

Management Service

Our consultants have a wealth of expertise that can help you make these difficult financial decisions. We will meet with you to determine your financial objectives, and find a risk-return profile suited to your outlook. Following this initial meeting, Beckett Asset Management's dedicated portfolio manager will actively run your portfolio with a view to achieving your investment objectives while negotiating the volatility of financial markets.

While you are afforded the piece of mind of knowing your financial future is in safe hands, we will meet with you regularly to discuss your investment portfolio, presenting you with an annual review. Through our online platform you will be able to view the performance of your assets at any time, and from any location.

 

There are clear advantages to using Beckett Wealth Management Service, with material effects on your financial well-being:

Holistic view: we take a holistic perspective on your financial situation, rather than simply advising on a single product such as a pension. Only by conducting a full appraisal of your investments and financial circumstances can you maximise the tax efficiency and performance of your investments and be certain of safeguarding your family's financial well-being.

Monitoring: Beckett's online wealth management platform enables you to consolidate all of your various investments - be they bonds, cash, unit trusts, pensions and shares - onto one screen, facilitating the management of your finances and maximising tax efficiency by bringing your investments into a unified portfolio facility. You also avoid paying commissions when you switch between investments.

Regional: While our size affords us access to investments at the lowest costs, our regional location means that the management fees you pay for our holistic wealth management service are extremely competitive. You will also have access to a dedicated BFS adviser. We focus on providing a dedicated service to our clients.

Diversify: We believe that asset allocation is the foundation of investment advice as it has been shown to be the predominant factor in determining the returns of investments and the risks required to achieve this. Our portfolio manager will ensure that your investments are spread across a range of sectors and asset classes, thus aligning the exposure of your investments to market volatility with your attitude to risk.

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