Savings and Investments
Saving and investing is about protecting and benefiting you and your future. However, savings are very different to investments.
Savings are generally used for protection. Shorter term funds that can be accessed quickly for things such as emergencies, holidays and peace of mind.
Investments are something else, but Becketts can help show you the right combination of savings and investments to suit your stage of life.
Typical investments are mostly placed into the following asset classes:
Stocks and Shares – this is a stake in a company
Property – money invested in a physical building (Residential or Commercial)
Fixed Interest & Gilts – a loan made to a company or government in return for a specified rate of interest
Commodities – such as oil, rubber and gold.
Cash – saving deposits
Our investment and wealth management services can be simplified in four steps:
We get to know you and your goals first before distinguishing what investment attributes are right for you. you gain a deeper understanding of your priorities and preferences.
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.
Build portfolio recommendations customised to your priorities and goals. Your investments are created using some of the world’s leading portfolio managers, in a cost effective way.
Monitor and adjust your investments as your life and priorities change. Worried about future uncertainties? Your financial planner is ready to adapt your portfolio as your life and preferences change.
Becketts Managed portfolios are exclusive to Becketts, being built and developed since 2007 they have a 10+ year record which has consistently after costs beaten our benchmark and our peers. These portfolios can only be accessed by clients of Becketts.