A lot happens at Beacon Wealth Management Ltd
Current News and Events
Level 6 Certificate in Pension Transfers & Planning Advice
Beacon Wealth Management are delighted to announce Nicholas Carr, Paraplanner has passed Level 6 Certificate in Pension Transfers and Planning Advice. The award is achieved by successfully passing a three-hour exam. To meet the FCA Pension Transfer Specialist standards (Activity 11).
With Micah passing just before he joined in January we can now state ALL of our Advisers and Paraplanners are qualified Pension specialists.
Nicholas Carr commented; “The Level 6 Pension Transfers qualifications is a course provided by the London Institute of Banking and Finance. The aim of the course is to enhance the student’s knowledge of pensions, including Defined Benefit (Final Salary) pension schemes, or some of the more unusual or historic schemes we may not run into every day, and also to improve understanding on the considerations to be made when giving advice on different pension schemes.
It was the most challenging qualification I’ve taken yet, and it took plenty of study time to understand the entire syllabus. It’s almost immediately paid dividends, however, as I’ve already been able to apply some of this new knowledge in my role as a Paraplanner. I was also pleased to pass as it’s the first of four qualifications I’m looking to pass in order to become a Chartered Financial Services Professional.”
Micah has over twenty years wealth of experience in the Financial Services, five of them in the United Kingdom.
Micah obtained Diploma for Financial Advisers (DipFA) and Certificate for Mortgage advice and Practice (CeMAP) with London Institute of Banking and Finance in 2016. In January 2019 he recently passed Pension Transfer Course and joined Beacon Wealth Management.
Micah is currently working towards Advanced Diploma for Financial Advisers (Adv DipFA), before progressing to Chartered status.
He is a devoted Catholic, who also enjoys travelling to new places with his family. He also enjoys watching soccer, tennis and golf.
Here at Beacon Wealth Management Ltd we are expanding our team, taking on new younger recruits to increase energy, introduce different ideas and a new way of thinking. Last year we recruited Rebecca Tearle as an administrator.
“I joined Beacon Wealth Management in May 2018. I came from a pensions company as an experienced Customer Service Representative (CSR) and Line Trainer. After working for a pensions company, I felt that I would like to see what it was like from a different perspective working for an Independent Financial Adviser and especially as I want to become a paraplanner.
Since joining Beacon Wealth Management Ltd I have passed the first Paraplanner exam and I am continuing to study, Beacon Wealth Management Ltd are very supportive with my study and exam progress to become a paraplanner and helping me expand my knowledge. Everyone always puts 110% of effort into helping their clients. As I was previously a CSR, customer service is very important to me and caring for clients is a must and Beacon does this perfectly! I love every part of my job from meeting new people to the research we do on clients plans.”
Past News and Events
New Chairman for the Personal Finance Society
TonyLarkins, Managing Director of Beacon Wealth Management Ltd has been selected as the new Chairman for the Person
al Finance Society Stamford Regional committee, replacing Mark Nind. Tony has been a member of the Society for years and a Vice Chair for 5 years, and as of this month takes the place of Chairman.
The Personal Finance Society is a professional body for the financial advisory profession in the UK. They promote the highest standards of professionalism for technical knowledge, client service and ethical practice across the entire financial advice community for the ultimate benefit of the profession and consumer alike.
The Personal Finance Society has also opened up a new position within the society; Young Professional Officer and Tom Kenny, Adviser at Beacon Wealth Management Ltd has been selected for the post. The position has been set up to encourage and support young professionals into the financial industry.
Tony Larkins, Managing Director of Beacon Wealth Management Ltd, commented; “Each PFS (Personal Finance Society) region has its own committee that are essential in maintaining the future growth and professional standing of the Society. I was grateful to be elected and I look to do as good a job as Mark”
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.”
Fishers Yard in St Neots Town Centre, has been saved by local businessman Tony Larkins after it was discovered it was potentially going to be sold to a developer to convert into residential properties, like the other courtyards leading from the Market Square.
Tony Larkins, business owner of Beacon Wealth Legal Ltd, formerly known as Jeffrey Mills Solicitors, discovered that their St Neots office was going up for sale after speaking with the owner, and was keen to know more. Upon investigation he soon discovered that the potential buyer was a developer with plans to convert the shops into residential properties. The current owner didn’t want this to happen which is why he contacted Tony, to see if he would be interested in buying the building he rented, along with the rest of his side of Fishers Yard.
‘It was lovely to be approached to buy our building, however, when the owner explained the plans for the rest of the building my intrigue grew. I certainly have no need for that many buildings but as a local resident myself I also didn’t want to see our town get any smaller, with the amount of shops available, nor did I want to see those businesses who are well established there, have to worry about moving and finding somewhere else to effectively start again, regarding word of mouth of location etc. As far as the general public are concerned nothing has changed and that is how I feel it should be.’ Commented Tony Larkins.
Jeffrey Mills Solicitors, and Winters Legal in St Ives, have joined forces to become Beacon Wealth Legal Ltd, following the acquisition of Winters Legal in September.
Never one to stand still, the Beacon family has grown yet again. This time taking on another 10 team members during their latest acquisition of Winters Legal in St Ives.
With the latest addition it was the perfect time for Jeffrey Mills Solicitors to change their name to Beacon Wealth Legal Ltd – something that was in the pipeline, due to them already being on legal boards as this name, since they were first acquired three years ago in 2015.
The formerly known Jeffery Mills Solicitors, St Ives office has now also moved into what was Winters Legal office. ‘The building is a lot larger, and more centrally located to the town centre, with disabled access and a meeting room on the ground floor, it is perfect for anyone to be able to just drop by and ask legal questions they may have, which is a great addition to be able to offer to our local community.’ commented Tony Larkins, Group Managing Director.
Tony and Karen Larkins, owners of Beacon Wealth Group were amongst the great and the good gathered in the Barking Hall London, to celebrate their inclusion within various government reports.
Beacon Wealth Management Ltd had been approached by RT Hon Lord Pickles to assist in the parliamentary review by the Department for Work and Pensions, due to their high standing within the profession. Spectators included George Osbourne and Ed Balls.
Tony Larkins, Beacon Wealth Group, Managing Director, commented; “It was an honour to have been asked, and to attend an event with so many captains of industry.”
Over 200,000 copies of the report by the DWP (Department for Work and Pensions) are being sent to businesses around the UK.
Beacon Wealth Management’s article can be viewed HERE
Pudsey Bear Visit!
Pudsey Bear Visited on Wednesday 7th and Thursday 8th November 2018.
Working with the BBC we organised to take the #official Pudsey Bear round to local schools, nursing homes and Hinchingbrooke Hospital, and an extra special treat! Beacon Wealth Group organised for BBC Pudsey Bear to make a special guest appearance at Kimbolton Fireworks, on Friday 2nd November 2018.
The theme this year for Children in Need is ‘Do Your Thing’ so the team at Beacon Wealth Group have decided to get Pudsey and the school children to do Pudsey’s own version of Baby Shark. Have a look at the video below
Tesla Competition Winner
As the event sponsor of the Kimbolton Live Jools Holland Concert on Saturday 1st September, Beacon Wealth Group teamed up with Tesla on the night to offer a competition prize of a Tesla for 24 hours.
The lucky winner was chosen at random on Wednesday 12th September and announced to be Heather Hiles.
Heather, entered the competition for her dad; and was delighted when she received the phone call of congratulations from the Beacon Wealth Team. Heather and her Dad collected the car of their choice from Tesla in Cambridge on Saturday 27th October where Natasha, a member of the Beacon Wealth Group team, awaited to see them collect their prize.
Following on from the concert, Tesla came to Kimbolton for an experience day that was hosted at the Beacon Wealth Management Ltd offices.
Clients of the Beacon Wealth Group and locals from around the area were invited to the office to experience an impressive presentation from the staff at Tesla where they also had the opportunity to drive one of the Tesla models that was on site that day – Model S and Model X.
Tony Larkins, Beacon Wealth Group Managing Director commented; “We are a local company who thrive on community spirit and both events provided a platform for us to be able to be involved in which we were simply delighted.”
Beacon Wealth Group Ltd hosted a Jools Holland Concert
Beacon Wealth Group Ltd were the main hosts of a concert with Jools Holland and his Rhythm & Blues Orchestra playing at Kimbolton Castle on Saturday 1st September 2018
Set in the magnificent grounds of Kimbolton Castle, Jools and his Rhythm & Blues Orchestra along with some of his long time vocalists: Ruby Turner, Mabel Ray and Rosie Mae, will perform for a guaranteed crowd pleasing show.
As ever Jools’ show always features a special guest and for Kimbolton we are delighted to have Marc Almond.
Kimbolton Castle is set in over 100 acres of mature Parkland and the concert will be hosted on the tree lined Mall offering a stunning backdrop of the castle itself.
The event was a great success with over 4000 attendees.
The touch rugby tournament was set up to raise awareness and funds for Duchenne UK, 20 teams of 6 mixed individuals are meeting at Allianz Park, home of the Saracens on Thursday 26th July 2018 to challenge each other in touch rugby, (Touch rugby refers to games derived from rugby football in which players do not tackle each other but instead touch their opponents using their hands on any part of the body, clothing, or the ball.) There is a minimum fundraising goal of £2,000 per team. The event is hoping to raise over £40,000 just from the teams alone.
Duchenne is a devastating muscle wasting disease and is the most common genetic killer of children worldwide. There is no treatment or cure, yet! Children will be totally paralysed by their teens and won’t live beyond their 20s. But thanks to recent breakthroughs, Duchenne UK believe they can save them. Their goal is to aim to eradicate Duchenne in 10 years.
Rachel Ashdown, commented; “I’ve been roped into be the token girl, in a charity touch rugby tournament at the Saracens ground, in aid of Duchenne UK, which is working to find a cure for Duchenne Muscular Dystrophy, it’s such a good cause, I could not say no. I just hope they raise enough money to help fund the research to eradicate the disease.”
Pippa, Leigh and Lindy from Beacon Wealth Management Ltd have teamed up, and are hosting an afternoon tea event, on Saturday 21st July to raise money and awareness for breast cancer care.
Almost nine in ten women survive breast cancer for five years or more, all due to research which is funded by people like Pippa, Leigh and Lindy raising money.
The ladies have invited, work colleagues from Beacon Wealth Management Ltd, friends and family for tea, homemade cake and prosecco all for a donation of course. They are also playing an ‘I Spy’ game in the Beacon offices for £1 and selling breast cancer care pins for £1. Hoping to raise as much money as they can, all proceeds will go to Breast Cancer Care UK.
Pippa Ellis, commented: “This is a charity particularly close to my heart at the moment, as my friend is battling the awful disease currently. I want to raise awareness and help raise money to support my friend and the 62,000 people diagnosed with breast cancer each year.”
Another Success for Pippa Ellis from Beacon Wealth Management Ltd. Completing Cambridgeshire Chambers of Commerce challenge cycling 50km round Peterborough starting from Fenland Roaster at 9:30am on Sunday 8th July 2018. Completing the ride in 2 hours and 8 minutes
Pippa joined a team of 11 cyclists, to take on the challenge of cycling 50km in the heat on Sunday, raising money for Romsey Mill a Cambridge-based Christian charity, that works with children, young people and families, many of whom are facing significant challenges in their lives.
Pippa and Beacon Wealth Management Ltd are very keen on doing their bit, raising money for charity, so far in the last year Pippa and the team have taken on challenges including; cycling 155 miles on a static bike for stand up to cancer raising £300 pounds, taking BBC Pudsey bear round to local schools, nursery’s, nursing homes and hospitals, raising just under £500, cycling 104km at night round London for Women V Cancer raising over £2000 and the latest 50km cycle ride (totals still to be counted). The team at Beacon plan to raise more money over the year and will be taking Pudsey bear round again in November so look out for that.
Beacon Wealth Management Ltd attended the St Neots Business Showcase event in St Neots market square on Wednesday 13th June.
Over 40 local businesses, representing a wide breadth of products and services, exhibit at the popular event; running in the town for the sixth consecutive year. The event is designed to recognise and celebrate the wide range of successful enterprises operating in the area. We’re excited to be part of an event which is set to promote and showcase what the St Neots business community has to offer.
As Independent Financial Advisers we research the whole of the market and make your financial security a priority we hope to share with visitors how we can help them prepare for the future.
The St Neots Business Showcase has been jointly organised by Cambridgeshire Chambers of Commerce and St Neots Town Council. The event is free to attend and open to the general public as well as business representatives.
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.
Archive News and Events
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.