Investment Management


"We actively select the best funds for our clients with the most suitable asset allocation"

Jonathan Wadsworth - Director


Beckworth’s role is to manage your money in the most prudent and cost-effective way possible. With many providers offering over 3,000 different investment funds, it can be difficult for many investors to know where to start when selecting funds.

We buy detailed research data which is updated daily and we construct portfolios considering factors such as the spread of investments globally, the quality of each fund’s management team and the performance of individual funds and sectors.

The key is to regularly review investments – our highly qualified, experienced support staff will issue regular portfolio valuations, followed up by a review of your investments by a qualified investment professional.

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