Accreditation – Chartered Financial Planners
Chartered Financial Planners
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.