News | 13/11/2024

Beacon Wealth Management named one of the top Financial Advice firms in the UK

Beacon Wealth Management, Cambridgeshire’s first Chartered Financial Planning firm, has been named one of the UK’s top advice firms, earning a place in the 2024 Citywire New Model Adviser Top 100.

This recognition marks the latest in a series of accolades for the team.

Based in Kimbolton, the firm provides independent financial advice to individuals and businesses, and – in a very competitive sector – has won this prestigious accolade every year since 2013.

Beacon was recognised by the judges for continuing to put client outcomes first. It has hired four new staff members, including a trained adviser and a graduate, and increased the frequency of its client interactions. 

It is also one of the few firms recognised through these awards outside the City of London that has an in-house team to manage client’s investments. Over half of invested funds are identified as ethical and sustainable.

The firm does its bit to have a positive impact, raising thousands for charity in the past 18 months. The business has sponsored local events, including the Kimbolton Fireworks and St Neots Festival, and supports activities closer to home including a Christmas party for Kimbolton’s children.

Providing completely independent financial advice for both individuals and businesses is at the heart of Beacon’s mission. Clients are supported by a highly qualified team of experts, enabling them to make the most informed decisions about their finances.

Tony Larkins, Managing Director, Beacon Wealth Management, said:

“I’m really pleased that we’ve been recognised once again as one of the best financial planning firms in the country. Our team is highly skilled and dedicated, which is why we continuously invest in their training and futures with us. Client feedback shows how much they trust and value our services. Plus, our involvement in community activities highlights how much our team cares.”

What Beacon Wealth Management offer

 

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