Investments

The process of saving and investment is a complex area and there are many factors to take into account including: the level of risk a client is willing to accept; tax efficiency, both whilst in the accumulation process and in the withdrawal process; areas of investment (bonds, equities, property, commodities etc.). Therefore, it is extremely important to understood that everyone has an individual and different idea of what investment entails, additionally each person has different goals and aims they are trying to achieve from this process.

At M. D. Beckett Financial Services we strive to understand fully what our clients want to attain from their savings and investments and treat each client individually by listening to what they require. Once we understand what is required, we discuss the level of investment risk they are willing to accept in order to achieve their investment goals and in which areas they wish to invest.

Our portfolios are designed to reflect our clients needs and as Independent Financial Advisers we are not limited by having to use a certain provider or a limited range of investment funds - we can invest clients' assets across every geographical and investment sector. We also have a specialist Environmental and Social Governance (ESG) investment adviser who constantly reviews "green" funds to assess their ESG credentials to make sure any fund we recommend as suitable is truly following the guidelines laid down to qualify as an ESG fund.

If you are considering any form of investment please do not hesitate to contact us via telephone or email to discuss your needs .