Back
Risk-graded Portfolio

Our risk-graded portfolios will be managed in a way that keeps your investments at a level of risk that you are comfortable with. A quick questionnaire will allow us to assess your attitude towards risk and recommend a portfolio tailored to you.

For those who prefer to play it safe with their investments, we can help build a lower-risk portfolio. Changes in the market should result in smaller ripples and lower crests, giving some potential for gain but with a lower potential for loss.

If you are willing to take more of a chance with your investment, then we will build a higher-risk portfolio. In this case, changes in the market may result in larger ripples and higher crests, giving a higher potential for loss but a bigger potential for gain—but only for those happy to ride the wave and see it through to the end.

Speak to one of our advisers today to arrange your free initial consultation and find out how we can help you get the most out of your investment.

The value of your investment and any income from it may go down as well as up. You may not get back the original amount you invested.

Growth Portfolio

One thing we would all like to see from our investments is growth, and our growth portfolios have been designed in a way that aims to maximise returns at a level of risk acceptable to each individual client. This type of portfolio may be suitable for anyone who wants their capital to grow.

Our expert advisers will first help you to build up a portfolio from a wide range of funds and assets. We will then monitor the portfolio every quarter and run a risk model, allowing us to check that all investments still have a level of risk that you are comfortable with. Should the market have shifted and made various investments riskier, these can then be adjusted.

However, if the market is at a high risk, then we will automatically move some of our investors’ money out of equity and into cash. We believe this is one of the best methods of protecting the value of an investment, and with our clients’ best interests always at heart, our advisers will perform this action on your behalf.

By offering ongoing service from people who genuinely care, we make every endeavour to build a relationship of trust centred around protecting you and your investments. Speak to one of our advisers today to arrange your free initial consultation and find out how we can help you get the most out of your investment.

The value of your investment and any income from it may go down as well as up. You may not get back the original amount you invested.

Ethical Portfolio

We all want to do our bit to make the world a better place, and at Beaumont Wealth, we believe in being ethical. Not only do we do everything in our power to protect our clients, but we have also significantly cut down our use of plastic and paper in recent years.

As a business with ethical and sustainable practices, we are experts at building ethical portfolios that fit our client’s ethical parameters and meet our own strict standards.

Ethical investing is an investment approach where investors’ social and moral preference/principles become priorities when making investment decisions. Investing ethically means people choose to invest in companies that meet a range of ethical and environmental criteria – such as not taking profit from alcohol, tobacco, gambling and animal testing etc. and being involved in positive social and environmental activities.

Plus, as companies are generally beginning to take steps towards ethical and sustainable practices, opportunities for ethical investments are currently growing. Likewise, companies are aware of ethically conscious investors, which in turn encourages them to embrace ethical operations. This circle is constantly growing and by taking part, we can help bring positive change to the world.

As with all our other portfolios, your investments will undergo quarterly reviews that will assess the level of risk and monitor for maximum return potential. We will also identify funds that have superior management and consistently good results, giving the best chances of making a good investment while prioritising your ethical criteria.

Speak to one of our advisers today to arrange your free initial consultation and find out how we can help you get the most out of your investment.

The value of your investment and any income from it may go down as well as up. You may not get back the original amount you invested.

Crisis/Preservation Portfolio

Nobody likes to lose, which is why we have carefully designed our preservation portfolios in a way that aims to protect your investments from as much loss as possible. This makes them the perfect portfolio for those living on their pensions, as well as those who simply want good returns with minimum potential for loss.

In order to try to protect your investments from the full extent of volatile markets, we have developed two separate portfolios. These will be composed of a mixture of active and passive funds, with one portfolio designed to aim for a maximum loss of 10% and the other of 20%. This means the value of your portfolio should only drop so far if the markets suddenly plunge.

All markets are unpredictable and so every investment will involve a certain level of risk. However, we have designed our preservation portfolios in a way that best protects your finances through smart investments, aiming for the best returns with the least risk.

Speak to one of our advisers today to arrange your free initial consultation and find out how we can help you get the most out of your investment.

The value of your investment and any income from it may go down as well as up. You may not get back the original amount you invested.

Portfolios / Investment Tools
Meet Mark Evans, our expert in Portfolio Management