Top 100 IFA 6 years running
Current figures show there are 13690 Financial advising firms in the UK and Beacon Wealth Management Ltd have just been nominated one of the Top 100 Independent Financial Advisers in the UK by the New Model Adviser. This is the sixth year running Beacon Wealth Management Ltd a growing firm has achieved the Top 100 award.
Beacon Wealth Management Ltd was the first Chartered Financial Planning Company in Cambridgeshire when it opened its doors in 2010. Since then the company has grown, having an umbrella name of Beacon Wealth Group containing Beacon Wealth Management Ltd, Beacon Wealth Legal and Beacon Wealth Estates.
Tony Larkins, Managing Director, Beacon Wealth Group commented; “My management team and I have worked together for 10 years or more, and my heads of Investment, Finance and Marketing are all Chartered in their own profession. I am very proud of my team and will continue to enter awards and will hopefully achieve our 7th year next year.”
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.
Beacon, East of England Advisers 2016
Beacon Wealth Management Ltd, have done it again. For the 5th year running we have been crowned one of the best Financial Adviser Companies in the East of England 2016.
Beacon 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.
East of England Financial Adviser Company 2015
Beacon Wealth Management Ltd is 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, which was presented by Clive Anderson.
Tony commented, “I feel very proud that Beacon Wealth Management Ltd have been recognised as the best financial adviser company in the East of England by New Model Adviser. We are humbled that both times we have been shortlisted we have also won the award. There are exciting times ahead for Beacon Wealth Management Ltd this year and it has given us a great boost for the start of 2015.”
Unbiased’s Financial Adviser of the Year 2015 Shortlist
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.
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.
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.
Top 100 IFA’s in the UK – Citywire Magazine
Beacon Wealth Management Ltd has once again been named in Citywire Magazine’s Top 100 IFA’s in the UK 2014. The Top 100 list recognises some of the most prestigious firms on their overall performance and commitment to clients within the financial industry.
Having previously been awarded the New Model Adviser East of England award 2013, Beacon Wealth Management Ltd are proud to be included in the prestigious list along with some of the biggest IFAs in London as well as the rest of the country. This is the second consecutive year we have been named within the top 100.
Tony Larkins, Beacon Wealth Management Ltd’s Managing Director, was described as ‘an ultra-qualified Managing Director, who is Certified, Chartered, a qualified life coach and current Regional Vice Chairman for the PFS.’ They omitted to mention that he is also a Fellow of the Chartered Management Institute.
This is the second year that the Top 100 has recognised firms on overall qualifications and commitment to their clients as the best estimations for a truly exceptional list of IFA’s, unlike previous years which were judged purely on turnover.
Finalists – Cambridgeshire Business Champions 2014
Beacon Wealth Management Ltd attended the East of England Business Champion awards and were highlighted as one of the Cambridgeshire Business Champions 2014.
This award celebrates their dedication to excellence within the Cambridgeshire region.
These awards consisted of a wide variety of companies and Beacon Wealth Management Ltd were proud to have been recognised amongst such a prestigious list of names. Danni Mingus, a prominent model and red carpet presenter for Fashion TV, hosted the awards ceremony. This was the first time Beacon Wealth Management Ltd had been highlighted at these particular celebrations and it was fantastic to be runner up in our area.
Finalists – Business in the Community Award 2014
Beacon Wealth Management Ltd were selected for The Business In The Community award 2014. The award recognises the sheer amount of work that Beacon Wealth Management Ltd put in to upholding their social responsibility. It has now become a normal part of life at Beacon Wealth Management Ltd for everybody to strive to do what they can for causes close to their hearts and to raise awareness for other important charities.
Throughout this year the team at Beacon Wealth Management Ltd has strived to complete sporting challenges for a variety of different causes. 2014 saw four of our team members participate in the Woodlands Trust charity bike ride, other team members also completed a superhero fun run, Sport Relief run, Race for Life and organised their own fifty mile charity bike ride in aid of Children In Need. Children In Need has always been a huge event for Beacon Wealth Management Ltd and 2015 was the sixth consecutive year that we have had the BBC’s official Pudsey Bear to stay, and was a record-breaking year for fundraising.
Beacon Wealth Management Ltd were up against some tough competition and made it to the final three. Tony Larkins, Beacon Wealth Management Ltd.’s Managing Director, commented “It’s great to have been recognised for the charity work, not just as individuals, but for the team as a whole, everybody has become involved whether it’s donating, giving up their time or taking part in the event itself.”