A lot happens at Beacon Wealth Management Ltd.
Beacon Wealth Group Get Ready To Run!
Team Beacon Wealth Group are exchanging their everyday shoes for a pair of running trainers on Sunday 2nd April 2017. The team are taking part in the Cambridge Cambourne 10K in aid of Maggies Wallace in Cambridge.
Maggies Wallace offers free emotional, social and practical support to people and their families dealing with Cancer. Maggies centres are located in the grounds of NHS cancer hospitals allowing those to drop in, meet other people, receive practical advice about well-being, emotional support or somewhere they can sit quietly with a cup of tea.
Beacon Wealth Management and Jeffrey Mills Solicitors wanted to help find a way to support Maggies Wallace, as Maggies relies almost entirely on donations. Therefore they are supporting Maggies not only by taking part in the Cambridge Cambourne 10k, they are also donating some of their advisors and their solicitors time by offering free financial planning sessions and giving part of their fees to them. Helping the team at Maggies help reassure their clients minds that everything is in order, whilst helping raise vital funds for the charity.
‘Cancer is something we all wish would go away, although Maggies cannot make it disappear the incredible support that they do give to people, their families and their friends makes the uncertain journey a bit more bearable. I am proud that Beacon Wealth Group are working closely with Maggies Wallace in Cambridge and we look forward to offering our services to those in need.’ Commented Tony Larkins, Group Managing Director.
‘We are delighted that Beacon Wealth Management team is taking part in Cambridge Cambourne 10k and supporting Maggie’s Wallace Centre. Working in partnership with local companies is very important to us and we look forward to developing our partnership even more this year.’ Comment Andrea Chupacova, Maggies Wallace Cambridge Centre Fundraising Manager.
If you’d like to sponsor the team on their run please follow the link here.
Beacon Wealth Management Ltd, have done it again. For the 6th year running Beacon have been crowned one of the best Financial Adviser Companies in the East of England, announced on Wednesday 11th January, in London.
The award ceremony held in London, was recognised and attended by, the best financial planning companies and individuals throughout the UK.
The selection process was in-depth and they were judged on factors that included professional qualifications, the overall efficiency of their business model and continual enhancement for clients.
This acknowledgement comes just a few months after the firm was recognised in Citywire’s Top 100 IFAs in the UK which recognises prominent leaders and outstanding achievements in the UK financial advice community, and a few days before being announced as a finalist for ‘Best Client Engagement Award’ by the Professional Adviser Awards, to be held Thursday 9th February, in London.
Tony commented, “I feel very proud that Beacon are continually recognised as one of the best financial adviser companies in the East of England. It is a testament to our team’s hard work, and dedication to ensuring our clients receive the best possible service. There are exciting times ahead for Beacon Wealth Group this year, and this award has given us a great boost for the start of 2017.”
For the 4th consecutive year running Beacon Wealth Management Ltd has been ranked in the Top 100 Independent Financial Advisers in the country.
Citywire have released this year’s list of Top 100 Independent Financial Advisers and for the 4th year running, Beacon Wealth Management Ltd has been awarded this title.
‘We are continuing to increase assets under management, develop the skills and knowledge of our staff and keep maintaining our presence on the local charity scene. Cross-referrals from Jeffery Mills Solicitors (which we acquired last year) is helping increase growth. I am very pleased to be in the Top 100 IFA’s 2016. After the fourth year, it’s wonderful to know that the teams hard work is still being recognised, it’s an extremely rewarding feeling.’ Commented Tony.
‘This is rounding the year off pleasantly for Beacon Wealth Management, and I very much look forward to seeing what 2017 is going to bring for myself and the team’ Commented Tony.
We would like to welcome two new team members; Linda Fuzzey and Helen Gillespie, who both joined the team within the space of a few weeks.
Linda Fuzzey joins the team as a Receptionist. Linda applied for the job as she loves working with people.
Helen Gillespie has joined Beacon Wealth Management Ltd as an Administrator and is looking into the long term with her role. She is looking forward to becoming an established member of the team.
Private Client Event – Art 4 Africa
Wednesday 15th June 2016
Beacon Wealth Management Ltd are delighted to invite clients to the private opening night of Art 4 Africa, which we are sponsoring in order to support Rise Africa UK.
Rise Africa UK aims to provide education to Tanzania’s poorest children and an opportunity for them to make a difference, not only to their future but also their communities. The charity was founded in 2011 after local resident; Olivia Faulkner spent four months teaching in a Tanzanian school, seeing first-hand, the effects of children being denied an education.
Throughout the event we will be providing African inspired canapes (crucially to all spice taste-buds) and drinks, with representatives from Rise Africa on hand to answer any questions.
Keysoe, provides the perfect backdrop for this lovely evening, with beautiful surroundings. Paintings and sculptures from local artists and school children will be set-up throughout the venue, and be available to purchase. It is a night not to be missed.
If you are a client and would like to know more please get in contact.
Tony Larkins, Beacon Wealth Management Ltd Managing Director has been re-elected as Chartered Champion for the Personal Finance Society (PFS). This is the second year Tony has been elected for postcode stations PE, CB and MK.
Beacon Wealth Management Ltd shortlisted for best client engagement
Cambridgeshire based, Beacon Wealth Management Ltd, has been shortlisted as one of the best firms for Client Engagement by Professional Adviser 2016.
More than 200 firms enter the Professional Adviser Awards every year. Amongst those entries, Beacon Wealth Management Ltd has been recognised as one of the best financial firms for client engagement.
Beacon Wealth Management Ltd, East of England Advisers 2016
Beacon Wealth Management Ltd have done it again. For the 5th year running Beacon have been crowned one of the best Financial Adviser Companies in the East of England 2016.
TEXT SANTA 2015
Beacon Wealth Management Ltd raised £25 for TEXT SANTA on Christmas Jumper Day.
One lucky client at Beacon Wealth Management Ltd, Chartered Independent Financial Advisers, has been presented with a luxury Christmas Hamper. Beacon Wealth Management Ltd ask all clients on business completion to fill out a survey. The surveys are then entered into a yearly prize draw, with the winner announced just in time for Christmas. Mr and Mrs Rutter were the lucky winners this year and are now enjoying some of the finest items associated with Christmas.
Instead of sending Christmas Cards to each other the team at Beacon Wealth Management Ltd donated money, along with a suggested charity name they would like to donate to. These charity names were then placed into a hat and the winning charity was Kidney Research who received £55.
TEXT SANTA Christmas Jumper Day is on 18th December 2015! All the team at Beacon Wealth Management Ltd had theirs on, did you?
Congratulations to Stacey on the birth of her baby boy on the 16thNovember 2015.
The winner of Beacon Wealth Management Ltd.’s annual client Christmas hamper will be announced at the end of November. The winner is drawn from our returned client surveys. Good luck to all who have entered.
Beacon Wealth Management Ltd would like to congratulate Tony Larkins, Managing Director on becoming a finalist for the Business Person of the Year and Katie Kitson, Chartered Marketing Manager on becoming a finalist for Employee of the Year at the Hunts Post Business Awards 2015.
Beacon Wealth Management Ltd and Jeffrey Mills Solicitors have teamed up to sponsor local personal trainer Alex Larkins.
Bucket List Dream Come True
Beacon Wealth Management Ltd’s Independent Financial Adviser, Phil Ogden, was able to put a tick next to one of his bucket list entries when he was asked to play cricket at Lord’s Cricket Ground in an invitational XI match. Bowling in the shade of the famous media centre made his day and he could not stop smiling.
Beacon Wealth Management Ltd took a family day trip to Wicksteed Park. Everyone had lots of fun on the rides (some were even brave enough to go on the zip wire). We were very lucky with the sun and enjoyed a lovely picnic by the lake.
Beacon Wealth Management Ltd are pleased to announce that Phil Ogden has been promoted from a Paraplanner to an Independent Financial Adviser. Phil has worked at Beacon Wealth Management Ltd for two years as a Paraplanner, having previously run his own Independent Financial Practice for 15 years. Phil will be working closely with Managing Director Tony Larkins and Jeffrey Mills Solicitors.
Beacon Wealth Management Ltd in Kimbolton, Cambridgeshire are expanding and have welcomed three new team members.
Despite just taking over Jeffrey Mills Solicitors and bringing Linda Eaton on board as Practice Director, Beacon Wealth Management Ltd are increasing their own in-house team with three new recruits, in Investments, Marketing and Paraplanning.
Starting left to right; Linda Pang (Investments Assistant), Holly Roberts (Marketing Assistant) and Neil Herbert (Paraplanner).
To celebrate us acquiring Jeffery Mills Solicitors everyone came together for a game of bowling. It was a great evening and an excellent opportunity for everyone to meet. We are already planning our next get together.
Beacon Wealth Management Ltd Acquires Established Solicitors
Beacon Wealth Management Ltd is proud to announce acquiring Jeffrey Mills Solicitors as part of the Beacon Group.
Property Sales and Mortgage Clinic
Martin Eaton, Mortgage Adviser at Beacon Wealth Management Ltd joined Peter Lane (Kimbolton office) for a Property Sales and Mortgage Clinic, on Friday 8 May 2015.
The clinic was open to everyone, whether they had a question about housing costs, house moving, what they can afford or where they can get the best rates from, they were available to answer questions.
If you are interested in knowing about a future event please contact us.
Huntingdonshire Business Fair 2015
Beacon Wealth Management Ltd attended the Huntingdonshire Business Fair at the Woodgreen Animal Shelter on Thursday 23 April. Thank you to everyone who came along to visit us at our stand.
Employee Benefits Assistant – Welcome Kelly Morgan
We are pleased to welcome Kelly into Beacon Wealth Management Ltd. Kelly has been working in financial services for over 20 years, managing a large number of corporate schemes within her previous role. Kelly is looking forward to getting to know everyone at Beacon Wealth Management Ltd.
Beacon Wealth Management Ltd.’s MD Named Chartered Champion
Tony Larkins, Beacon Wealth Management Ltd.’s Managing Director has been selected as a Chartered Champion by the Personal Finance Society (PFS). Tony, already Vice Chairman of the PFS, has taken on this extra responsibility to help encourage others to become Chartered and promote the Chartered brand. The PFS and Chartered Insurance Institute (CII) launched the initiative in 2010.
Tony Larkins Financial Adviser of the Year Finalist 2015
Tony Larkins, Beacon Wealth Management Ltd’s Managing Director, was selected as a finalist in Unbiased’s Media awards 2015. The awards highlighted individual financial advisers on their dedication to their industry and fully embracing media opportunities. Tony was one of seven to have been recognised in the Financial Adviser of the Year category throughout the country.
BBC Radio Cambridgeshire Financial Feature
Independent Financial Adviser Chris Wills joined Jeremy Sallis on BBC Radio Cambridgeshire in their new financial feature to discuss finance industry updates.
East of England Financial Adviser Company 2015
Beacon Wealth Management Ltd are proud to announce that they have won New Model Adviser’s East of England Financial Adviser Company of the Year 2015. Tony Larkins, Managing Director collected the award in London, this is the second time Beacon Wealth Management Ltd has won this award.
Top 100 IFAs in the UK
Citywire Magazine has announced that Beacon Wealth Management Ltd has been named as one of the Top 100 IFAs in the UK. This is the second consecutive year the magazine has recognised our expertise within financial planning and wealth management.
East of England Business Champion Finalists
Beacon Wealth Management Ltd is proud to announce that they were selected as Runner-Up for the Cambridgeshire Business Champions at the East of England Business Champions Awards.
Beacon Wealth Management Ltd Achieves MIFID
Beacon Wealth Management Ltd has achieved yet another status to add to their services; Beacon Wealth Management Ltd is now supported by MIFID – Markets In Financial Instruments Directive. This means that we can offer services to individuals in other EU member states and meet demands of those retiring abroad and overseas forces personnel.
Fellowship at the Chartered Management Institute
Tony Larkins has been awarded a Fellowship of the Chartered Management Institute. To be given such a prestigious title means Tony has demonstrated his commitment to the highest standards in management and provides recognition of his status as a professional manager. Tony is now working towards Chartered Manager Status.
Chartered Marketer – Congratulations Katie
Katie Kitson has accomplished Chartered Marketer status.