A lot happens at Beacon Wealth Management Ltd.
Beacon Wealth Management Ltd.’s Pippa Ellis and Natasha Oliver Take on 100Km bike challenge to raise money for Cancer.
Women V Cancer Ride the Night is back for 2018 The challenge is to cycle 100km throughout the night on a circular route. The route takes the riders into London past many famous landmarks including Westminster Abbey, Trafalgar Square, Buckingham Palace and many more! It will be a challenging ride that is achievable with plenty of training beforehand.
The event has been set up to raise money for women’s cancer charities. Funds raised by Women V Cancer Ride the Night will support Breast Cancer Care, Jo’s Cervical Cancer Trust and Ovarian Cancer Action.
Natasha and Pippa have been training hard for the event you can follow their training on our Facebook page https://www.facebook.com/beaconwealthmanagement
or sponsor them https://www.justgiving.com/fundraising/philippa-ellis
Beacon Wealth Management Ltd, Would Like to welcome a new Solicitor to their team.
Marlene Sonnenberg, Solicitor specialising in Wills, Trust, Probate and Conveyancing has joined the ever growing team within the Beacon Wealth Group working in the Kimbolton office. Marlene has years of experience. If you need to speak to a Solicitor please pop in and she her or contact us to make an appointment.
Beacon Wealth Management Ltd, Congratulated Pippa Ellis for 15 years service.
Pippa Ellis Beacons Office manager and Compliance Officer has been a dedicated member of the team for 15 years.
Pippa does a fantastic job not only keeping the office together and running smoothly, she makes sure the company is up to date and is following all the compliance policies, and also organises events, and surprises for staff birthdays, big events such as having babies, getting married or moving house.
Pippa is an amazing person and Beacon Wealth Management Ltd are extremely proud to have her on their team.
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.
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.
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.
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 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.
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.
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.
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.
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.