Private Client Services

Our service to Private Clients spans all aspects of financial planning, wealth management and protection. As an independent firm with Chartered status, our clients have enjoyed the highest level of services in the industry for more than 30 years.
Wealth Management
Wealth Management

Our Wealth Management service enables clients to benefit from high level financial planning that incorporates Beckett Asset Management's discretionary fund management through a range of investment portfolios.

Family Protection
Family Protection

If something should happen to you, the last thing you want your family to be worrying about is money. Our Consultants will make sure you have the right types of protection in place to give you peace of mind.

Estate planning
Estate Planning

Making sure your assets are correctly structured and optimised to take advantage of current tax rules can help minimise potential inheritance tax issues and also the effects of possible future costs such as long-term care fees.

Retirement Planning
Retirement Planning

We help you make the right decisions about your pension and investments to fund your retirement. Action tailored to your specific circumstances could make a big difference to your financial wellbeing and that of the next generation of your family.

Later Life planning
Later Life Planning

People in later life require specialist advice such as funding for care home fees, funding for care in your home, equity release and other property options, etc. We have specially qualified consultants in this area, including an experienced and accredited SOLLA adviser (Society of Later Life Advisers).

Tax Planning
Tax Planning

Making sure your affairs are arranged in the most tax efficient way is a fundamental part of good financial planning, and we work closely with other professionals to ensure you receive advice appropriate to your circumstances and needs.

Your First Meeting Is At Our Expense

We meet the cost of your first meeting with one of our Private Client consultants.  This enables you to understand how we might be able to help you, and gain trust in your adviser.

Contact Us
Contact

Beckett Asset Management

Beckett Asset Management (BAM) is a discretionary fund manager that manages the investment of clients’ assets; the client authorises BAM to make changes to their portfolio from time to time to ensure it adheres to the client’s strategic objectives.

With around £500m under management, BAM is one of the leading discretionary fund managers of its type in the UK and manages investments on behalf of: Private individuals; Pension Funds; Trusts; and Charities.

We offer six investment portfolios in order to accommodate varying levels of risk and investment objectives.

DEFENSIVE MIXED ASSETS

  • Equities

  • Fixed Income

  • Alternatives

  • Cash

  • Property

This strategy seeks to achieve a return in excess of inflation over a 3 year rolling time horizon, using the UK Consumer Price Index (CPI) plus 2% as its benchmark, and with lower volatility than Global Equities over the medium to long-term (5 years plus).

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DEFENSIVE BALANCED MIXED ASSETS

  • Equities

  • Fixed Income

  • Alternatives

  • Cash

  • Property

This strategy seeks to achieve an investment income as well as longer-term capital growth, from investing in a range of assets and geographies using a fund of funds approach. Investors should be prepared to accept a moderate level of portfolio volatility.

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BALANCED MIXED ASSETS

  • Equities

  • Fixed Income

  • Alternatives

  • Cash

  • Property

This strategy seeks to deliver long term returns from investing in a blend of assets and geographies, using a fund of funds approach. Investors should be prepared to accept a medium level of portfolio volatility.

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FOCUSED GROWTH MIXED ASSETS

  • Equities

  • Alternatives

  • Cash

This strategy seeks to achieve long-term capital growth, using a fund of funds approach. The strategy is primarily stock market based, invested across the globe and investors should be prepared to accept a medium to high level of portfolio volatility.

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SOCIAL IMPACT

  • Equities

  • Fixed Income

  • Cash

  • Property

This strategy seeks to deliver long term returns from investing in a blend of assets and geographies, using a fund of funds approach which have an Ethical or Sustainable mandate. Investors should be prepared to accept a moderate level of portfolio volatility, and investors should be aware that the investment universe is narrowed when compared to a standard portfolio.  There may also be limited ability to take positions in certain regions or asset classes, eg Absolute Return.

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GLOBAL HORIZON

  • Equities

  • Cash

This strategy seeks to achieve long-term capital growth, using a fund of funds approach. The strategy is primarily stock market based with allocations which are concentrated on sectors, themes, regions and parts of the market that the investment team feel present the best opportunities to generate attractive long-term returns. Investors should be prepared to accept a high level of portfolio volatility due to the equity, thematic and concentrated nature of the portfolio.

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