
Cash plans have been around for over 100 years beginning their life in the late 19th century as hospital contributory schemes a forerunner of private medical insurance. These days cash plans exist as reimbursement schemes and are a simple and affordable way to meet the cost of everyday medical expenses.
The investment market is a complex place for today's investor. Markets react much more quickly to events and advanced technology means decisions need to be made faster than ever before. Tax regimes have become more complex and, for some investments, there are now greater legal and competency requirements. The effective management of a financial portfolio requires a great deal of specialist knowledge and a clear focus on the needs of the individual investor.
The specialist investment team
We provide a discretionary service, which means that our specialists make investment decisions on your behalf using the significant research facilities at their disposal. We specialise in constructing and managing investment portfolios to meet your individual needs and attitude to risk. Our consultants and fund managers spend time understanding your objectives to ensure we propose the best solutions. We recognise the value of providing a tailored personal service and make sure we keep you regularly informed, through quarterly valuations and reports, as well as being available to meet with you or answer any questions as the need arises.
The experience and expertise to deliver results
Every investment management service relies on the quality and expertise of the fund managers. At Becketts, we have a dedicated team of fully qualified specialists providing considerable expertise and experience. They have access to world-wide market data and are supported by our proven research and performance monitoring systems.
A professional service with competitive rates
Being fully independent, we are free to select investments purely on performance prospects and risk profiles and have access to the entire market. We have all the experience and technology you might find in a City firm but with lower regional overheads. This means we are able to operate a competitive fee structure and, as institutional investors, we are also able to negotiate attractive dealing terms.
Beckett Asset Management - Portfolios
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