Investments
Beckworth Financial Services Ltd prides itself on offering a very comprehensive investment review service. Beckworth has a dedicated administration team in Exeter. We are currently prepared to offer a free initital review and valuation service without obligation - this is usually not offered by many IFAs because it is very time-consuming and costly.
We could help the client plan an investment portfolio, explain and help maximise their annual Individual Savings Account (ISA) allowance where possible and also be aware of the other investments available including:-
- Individual Savings Accounts (ISAs)
- Existing Personal Equity Plans
- Stockbroker Managed Portfolios
- Managed Bonds
- Unit Trusts and Investment Trusts
- Impaired Life Annuities
- National Savings *
For example, when we first meet a client, we will generally compile a comprehensive review schedule providing details of the type of investment, the plan owner, date of commencement, current fund value, investment fund, whether the plan has been written under Trust, etc.
The client merely needs to provide us with one Letter of Authority and we will do the rest - trying to make it as simple as possible.
Following the initial review, in certain circumstances and subject to complexity there may be a charge. Details will be provided before the work is undertaken.
* The Financial Services Authority does not regulate National Savings products.
Research
We are "whole of market" Advisers and have sophisticated research software and technical data which helps update us with the rapidly changing investment market - especially with important investments such as Deposits, ISAs and Annuities.
The value of investments can go down as well as up and investors may not get back the full amount invested