This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies used on Trustnet and how you can manage them, see our Privacy and Cookie Policy.

By clicking "I Agree" below, you acknowledge that you accept our Privacy Policy and Terms of Use.

For more information Click here



It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: AFI Panellists

Adviser Fund Index: Panellist

The Adviser Fund index, or set of indices, are designed to act as indicators of the UK funds market. The AFI provides a benchmark against which the investment community can compare fund portfolio performance, as well as offering a relevant flagship index for the funds market.

Select one of the Panellist below for further information.

Company Name
AB Investment Solutions Paul Warner
AFH Independent Financial Services Ltd Stephanie Holmes
Beckett Financial Services Samantha Owen
Chelsea Financial Services Darius McDermott
City Asset Management James Calder
Dart Capital Limited Richard Whitehead
Fiducia Wealth Management Gordon Kearney
Hartsfield Gareth J. Lewis
Murdoch Asset Management Austen Robilliard
Rowan Dartington Tim Cockerill
Saunderson House Ben Williams
Save & Invest (Financial Planning) Limited Jeffrey Deans
Whinchat Financial Planning Ltd Christopher Wise
Whitechurch Securities Limited Jonathan Moyes
Beckett Financial Services (part of Beckett Investment Management Group) Photo of Samantha Owen
Our firm is recognised by New Model Adviser magazine as being one of the Top 100 in the UK and we are recipients of the Best Customer Service award in the East of England.

We are completely independent and we are part of the Beckett Investment Management Group which is comprised of divisions specialising in Wealth Management, Employee Benefits and Healthcare.

Beckett Asset Management (BAM), a sister firm of Beckett Financial Services, is a specialist discretionary investment firm. BAM manage five model portfolio strategies which are designed to meet a range of client objectives and risk tolerances, including an ethical investment solution.

Company Name Beckett Financial Services (part of Beckett Investment Management Group)
Company Website
Year Established 1986
Client Base 20,000
Funds Under Management (£) 431,000,000
Number of Employees 28
Number of Offices 2
Annual Company Turnover (£) 3,500,000
Area Service available
Investment Yes
Pensions Yes
Life Assurance Yes
Tax Planning Yes
Corporate Yes
Mortgages No
Healthcare Yes
Offshore/Expats No
ISAs Yes
Name Job title
Samantha Owen Portfolio Manager
Craig Brown Portfolio Manager
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close