We have an excellent reputation for asset management and managing portfolios. We automatically review a client’s portfolio each year taking into account asset allocation, global spread and individual attitude towards investments.
We specialise in managing the capital of care home residents. Our typical client may have capital of say £150,000 to £250,000 from the sale of their house but an income “shortfall” of perhaps £21,000 per annum.
Beckworth Financial Services Ltd, 30 Southernhay East, Exeter, Devon, EX1 1NS is authorised and regulated by the Financial Services Authority. Registered in England No 4145306.
Registered Address: 30 Southernhay East, Exeter, Devon, EX1 1NS. We are entered on the FSA Register No 430007 at www.fsa.gov.uk/register/home.do.
The guidance and/or advice contained within this website is subject to the UK Regulatory regime and is therefore primarily targeted at customers in the UK. The Financial Services Authority does not regulate Taxation and Trust advice.
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