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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 and implement a bespoke financial plan 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.

Enjoy a platinum life from a company designed around you.


Beacon’s Portfolio’s

5 year performance

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The above graph show our portfolios performance for five years from November 2013– November 2018.

Contact us and we can talk you through our portfolios.

Ethical 5 year performance

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The above graph show our ethical portfolios performance for five years from November 2013 – November 2018.

Contact us and we can talk you through our portfolios.

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.

Beacon Wealth Management Ltd consistently outperform our bench mark, last year Model Portfolio 3 beat all 155 funds listed with the same risk level and Model portfolio 2 ethical did likewise.

Performance Disclosure

Past performance is not a guide to future returns. The value of investments and the income from them is not guaranteed and can fall as well as rise due to stock market and currency movements. When you sell your investment you may get back less than you originally invested.

The performance figures quoted in this publication are based on an initial investment over a 5 year period and does not intend to represent any individual investment returns actually achieved. Actual returns will depend upon the timing of your investment and the length of time the investment has been held and are not guaranteed.

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


Testimonials

Already passed details on to a friend for a Mortgage.

Mr and Mrs M

Fantastic service, smooth, fast and friendly. Thank you.

Mr B

Thank you ‘Beacon’ for your services. Our adviser gave 100% support/advice to us both during a very difficult time.

Mr and Mrs G

Prompt, efficient and outstanding service again. Thanks Martin.

Mr J

Tony and all the staff at Beacon are the pinnacle of excellence in service. Their kindness and efficiency make the whole process effortless for the customer, real pleasure to deal with. I highly recommend them.

Ms T

Beacon Wealth provides a first class professional service.  Information is clear and explains details for clients to understand.  We would have no hesitation in recommending their services to others.

Mr and Mrs J

Thank you for actively managing my pension and taking on the management of my Husbands pension.

Mrs K

A meeting was arranged with Tony Larkins of Beacon.  In our first meeting Tony helped us to save approx £10,000 just by talking over our issues and by advising us what box to tick! Excellent advice and service.

Mrs C

I’m somewhat awed by what you’ve achieved at Beacon Wealth Management. Congratulations!

Mr S

My sincere thanks for your kind attention and help, you satisfied my own quandary and I was grateful for your thoughts.

Mr G

A big thank you to the team there at Beacon, I couldn't have been happier with the service and advice I received over the years.

Mr B

Beacon Wealth provides a first class professional service.  Information is clear and explains details for clients to understand.  We would have no hesitation in recommending their services to others.

Mr and Mrs J

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Awards

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