We aim to generate the best returns for you, based on your individual level of risk, while safeguarding the assets you've entrusted us with.

We don’t take this responsibility lightly. That’s why we fight to protect your wealth as if it were our own, and reward every unit of risk you’re willing to expose it to.

This demands a highly personalised strategy, based on your unique priorities and goals. When your future and your financial independence is at stake, off-the-shelf solutions just won’t cut it.

So we start by getting to know your goals and priorities. Then our in-house investment professionals and financial advisers work in tandem to build a portfolio that’s laser-focused on achieving your objectives.

And throughout, you remain at the centre of everything. We treat all our clients as valued friends and colleagues, building relationships based on mutual trust and transparent, no-nonsense advice.

After all, while our approach may be straightforward, the financial world is anything but. We’re committed to making the complex simple so you can make the most of it.

– The value of your investments can go down as well as up, so you could get back less than you invested. Past performance is not a reliable indicator of future performance –

Our philosophy

Investing is complicated, but that’s for us to worry about. When you come to us, you can expect expert guidance rooted in common sense and fact-driven financial analysis. These same principles underpin our investment philosophy, which we’ve developed and refined based on decades of industry experience.

  • Common sense rules all Created with Sketch.

    When we offer advice, we keep it straightforward, direct and rooted in common sense.

    Too many financial firms add complexity where it isn’t needed because they think it proves their worth. But we thrive on making the complex simple. As far as we’re concerned, that’s our job.

    For us, there is beauty, efficiency and value in letting common sense drive decision making.

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    We have a mantra at Becketts HQ: “diversify, diversify, diversify”.

    Our experience has proven that building diverse portfolios is the best way to mitigate risk. That’s why we always invest in a wide range of geographical and sectoral markets. After all, protecting wealth and rewarding risk are the key tenets of our strategy.

    Concentrated portfolios mean putting all your eggs in one very risky basket. Diversity brings strength, protection and flexibility when markets go awry. It’s just good common sense.

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    We strive to be measured but decisive. We know we can be confident in our decisions because they’re based on careful analysis of facts, evidence and our own experience.

    But we’re only human, and it’s all too easy for human fallibilities – bias, complacency, superstition – to creep into our decision making.

    That’s why we make a point of hiring people with diverse talents and opinions. Everybody is given an equal voice. Every argument is challenged and scrutinised. No decision is made until we’re certain it’s founded in facts and is in our clients’ best interests.

  • Independence is everything Created with Sketch.

    We are fiercely, passionately independent. Our philosophy is all our own, and we deliver unbiased, bespoke advice as a matter of principle.

    This means respecting the independence of our clients too. It means treating them as individuals with individual needs, circumstances and aspirations.

    When you work with Becketts, our solutions will be unique to you – never off-the-shelf. Everything is built for you, from the ground up, with your goals in mind.

Our investment and wealth management services can be simplified in four steps:

  • 1. Understand

    We get to know you and your goals before advising on investment options. You gain a deeper understanding of your priorities and preferences.

  • 2. Evaluate

    We evaluate your priorities and preferences against your current portfolio and identify potential gaps. Then we align your unique target risk profile with your preferences and explain the trade-offs of each strategy.

  • 3. Build

    With the foundations in place, we start building portfolio recommendations that are customised to your priorities and goals. Your investments are created using some of the world’s leading portfolio managers, always in a cost-effective way.

  • 4. Monitor

    As you live your life, your priorities change. Your financial planner will remain in close contact with you at all times, and will constantly monitor and adjust your investments to ensure they’re still supporting your goals.

Discretionary investment management: what it means for you

At Becketts, we manage investments on a discretionary basis through our platform provider, who holds the necessary permissions. This means you allow us to make informed decisions on your behalf, and that you trust us implicitly to make these decisions in your best interest.

We do this for two reasons. Firstly, it allows us to be more nimble and proactive. It lets us seize opportunities when they arise and act quickly when markets become volatile. We’ve developed and refined this approach over decades because we passionately believe it benefits our clients.

Secondly, we treat transparency as an inarguable right. You, as a client, will enjoy unfettered access to our expertise and a bird’s eye view of your finances. We’ll be with you every step of the way, talking you through the process, our decisions and your portfolio journey.

Not every call will be sunshine and roses. That’s the nature of investment. But you can trust that everything we do will be guided by your priorities, and you’ll have the peace of mind that you can talk to us at any time. You’re the boss – we’re just handling the day-to-day decisions.

Our investment strategies

It’s quite simple. We offer three distinct strategies, each with five risk-graded portfolios. We’ll be on hand with tailored, no-nonsense advice to help you make the right choice.

Becketts’ portfolios consistently beat industry benchmarks and are regularly graded ‘A’ by a leading investment analysis platform.

Let's make the most of it!

It’ll all start with a cuppa and a chat. 

Either over Zoom or at our office, we’ll answer your questions. No commitment. Simply give us a call or complete our form on our contact page and one of our team will get in touch. 

Get in touch