Beacon Wealth Management Ltd - your effective partner in independent wealth management

Managing your finances can prove to be time consuming and complex, with many choices on offer.

You may already have your finances in place but feel they are not meeting your expectations. Perhaps you are seeking expert advice from professionals who will create a bespoke portfolio for you. (Corporate and/or Personal)

Beacon Wealth Management Ltd, Chartered Financial Planners in Kimbolton, Cambridgeshire are completely independent financial advisers (IFAs), who research the whole of the market and make your financial security and ambitions a priority.


Here you will discover a wealth of reasons why you can rely on Beacon Wealth Management for professional independent financial advice, to help you live the life you have always dreamed of.

Isn’t it time you enjoyed a platinum life?

 

About Us

Why choose us?

Optimum consulting based on experience and competence. Acquaint yourself with our professional philosophy and the team at Beacon Wealth Management.

About us

 

Services

Services

Whether it's a matter of financing or planning for your financial security, we think in terms of the tailor-made, integrated concept that meets your requirements.

Services

 

Tony Larkins, East of England Advisers of the Year 2013 Award

East of England Financial Advisers 2013

We are proud to announce Beacon Wealth Management Ltd has been voted No.1 Financial Planner for the East of England by Citywire.

Beacon's 1 Year Performance: 30th December 2011 to 31st December 2012

The above graph shows that our clients who have been in our portfolios for a year from December 2011 – December 2012 have seen their investments/pensions/savings increase between 6.93% and 15% (the difference is based upon their risk adverse).

 

Would you have liked this increase? Contact us and we can talk you through the process.

 

Source: Absolute Return performance: Trustnet 02/01/2013 Powered by data from FE

Source: FTSE 100 http://www.google.co.uk/finance 

Source: Beacon Wealth Management Portfolio performance figures 30th December 2011 to 31st December 2012.

Price total return performance figures are calculated on a bid price to bid price basis (mid to mid for OEICs) with net income (dividends) reinvested.

Warning: The data/figures used in this graph are historic and are not a reliable indicator for the future performance

 

 

 

 

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