Accreditation – Chartered Financial Planners

September 2021

Beacon Wealth Management Ltd was the first independent financial practice to be awarded the prestigious title, Chartered Financial Planners, in Cambridgeshire.

This is a title that is only awarded to firms who are committed to delivering the highest quality advice as well as meeting a demanding code of ethical practice. This means that Beacon Wealth Management Ltd work in a principled manner to place clients’ interests at the heart of the advice given.
A chartered title is a commitment to an overall standard of customer excellence and professionalism.

Back to Accreditation

The whole process was dealt with in a timely and professional manner, extremely satisfied

Mr C

The whole process was extremely professional. All communication and paperwork went through very smoothly. Found the reception staff very pleasant and welcoming, would not hesitate in recommending Beacon Wealth Management

Miss B

All Promises to keep me informed were kept at all times. Staff (Leigh) was polite and professional throughout. Tony was also very professional with everything fully explained. No hesitation in making recommendation to others

Mr F