Wealth Management

Given the pace of change in today's financial marketplace, there are more investment opportunities than ever before. With so many choices it is of vital importance that you have the right advisers in place to look after you and your financial future.

Responding to our clients' changing financial needs we are proud to introduce The Beckett Wealth Management Service, a single view of your investment portfolio which offers an innovative approach to financial planning and advice.

The Beckett Wealth Management Service is designed to make your money work harder, look after your needs better and make life easier for you by:

Maximising the tax efficiency of your portfolio
Securing a better deal for you by accessing discounted rates for annual management charges on a range of investment funds
Helping you to achieve your investment potential, and ensuring you are in the best position to maintain it on an ongoing basis
Helping you to manage change in your financial circumstances effectively
Providing answers, when you need them, to the questions you most want to ask - how much is my portfolio worth? How well is my portfolio performing? What do I need to do next?

Beckett Wealth Management Service is an online service that allows us to manage your entire portfolio of investments from one web page, regardless of where these investments are held. You might have a pension, an ISA and a number of direct investments in different mutual funds or stocks and shares. With The Beckett Wealth Management Service, all of these can be viewed in one place, and managed simply and effectively as part of one, overall plan to meet your financial goals and objectives.

If you would like us to contact you about our Wealth Management service then please click here.

We are authorised and regulated by the Financial Services Authority. For further details please visit our regulatory page

The Beckett Investment Management Group

Dettingen House, Dettingen Way, Bury St Edmunds, IP33 3TU
Tel: 01284 754500 | Fax No: 01284 773701

8 Nursery Court, Kibworth Business Park, Harborough Rd, Kibworth, Leicestershire, LE8 0EX
Tel: 01162 756181 | Fax No: 01162 494435