amantha joined Beckett Asset Management in 1999 and she is well equipped to deal with both recessionary and buoyant economic conditions. Sam is our Portfolio Manager, actively running Beckett Asset Management’s four portfolios.
Samantha is currently studying for the Chartered Institute for Securities and Investment (CISI) Wealth Management Masters, a globally recognised higher level qualification. She is CF30 (Investment Management) registered with the FCA. Married and living locally, she enjoys the countryside and spending time with family and friends, and aerobics. She was a football referee but, admittedly, is more of an armchair supporter now.
atasha joined Becketts in 2007, initially working in the Employee Benefits team, later moving to the Asset Management team. She supports our Portfolio Managers with fund analysis and the maintenance of client portfolios. Natasha has acquired the CISI qualifications, IAQ, IMC along with the supporting CII qualifications.
Natasha is keen on keeping fit and enjoys running, mountain biking in the summer, and going to the gym.
raig joined Beckett Asset Management in 2015 with twelve years in financial services including retail banking, corporate banking and private wealth management. His previous experience at Barclays Wealth and Citibank covered broad investment management focussing on fund selection, portfolio construction and advisory portfolio management covering all asset classes.
He holds the CISI (Chartered Institute for Securities and Investment) Investment Advice Diploma, including modules in Securities and Derivatives, and has passed level one of the Chartered Financial Analyst programme.
T: 01284 773720