What we do

No-nonsense advice and friendly support from highly-qualified experts who care as much about your success as you do. There's really no other way. That's Becketts Connect in a nutshell.

Planning-led investment management.

Investing is a complicated activity, so we’re here to simplify the complex. We will keep you and your goals at the centre of everything, and we’ll offer independent, no nonsense advice throughout. We’ve done it this way for decades, so we know it works.

We’ll begin by taking the time to learn about your goals and priorities. This is the first step in the process toward planning your personalised investment strategy. We don’t use automated robot advice. You’ll always deal with our  real-life humans.

The value of your investments can go down as well as up, so you could get back less than you invested. Past performance is not a reliable indicator of future performance.

Our five step investment and wealth management process.

1

Understand

We’ll gain a deep understanding of you and your goals before advising on investment options. You’ll gain a deeper understanding of your priorities and preferences.

2

Evaluate

We evaluate your current financial circumstances, and consider your priorities and preferences. Now we’re ready to make our portfolio recommendations.

3

Build

Now we know your priorities and goals we can get to the nitty-gritty. Investments are created in a cost-effective way, using some of the world’s leading portfolio managers.

4

Organise

We provide a central location for your pensions, investments and savings. The surety and ease of access gives peace of mind, while reducing uncertainty and paperwork.

5

Monitor

Priorities can change. That’s life, as they say. So we’ll constantly monitor and adjust your investments to ensure they’re still supporting your goals.

James having a conversation with a client via an iPad

This is how we do it.

The main aim of the Index is to capture the returns of the market. We minimise spending by using funds that track a market index – with tactical investment calls when opportunities allow.

Investing can be unpredictable, so we focus on what we can control – cost. You’ll enjoy the returns the market provides, and keep more of the returns. Index follows the same rigorous asset allocation approach as our other strategies.

Get tailored, ongoing support from a financial adviser who understands your needs and fights to protect your wealth. This is how we keep you on the path to your goals, reassessing and offering guidance as circumstances change.

Quote marks — Dominic McLouhney

Chartered Financial Planner

Dom - Becketts Connect - Chartered Financial Planner

Let’s connect

It starts with a chat. No pressure. You can book a free online appointment below, but if you’d prefer to go old-school you can call and speak to a real-life human. Just as we promised.

Call us on 01253 881 910

Book an appointment