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You are here: FE AFI Panellists

FE Adviser Fund Index: Panellist

The FE Adviser Fund index, or set of indices, are designed to act as indicators of the UK funds market. The FE 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
Beckett Financial Services Samantha Owen
Charles Stanley Shauna Bevan
Chelsea Financial Services Darius McDermott
City Asset Management Michael Paul
Dart Capital Limited Richard Whitehead
Dennehy Weller & Co Ltd Brian Dennehy
Equilibrium Asset Management LLP Mike Deverell
Gemmell Financial Services Limited Chris Wise
Holden & Partners Stuart Ryan
Investec Wealth & Investment Beccie Williams
Killik & Co Mick Gilligan
Minerva Fund Managers Limited Paul Warner
Rowan Dartington Tim Cockerill
The Share Centre Andy Parsons
Towry Ltd Dawn Mealing
Whitechurch Securities Limited Ben Willis
Beckett Financial Services (part of Beckett Investment Management Group) Photo of Samantha Owen
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
Data provided by FE. Care has been taken to ensure that the information is correct, but FE 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.