Savings and Investments


Savings and Investments

Beacon Wealth Management Ltd understands you want your money to work hard for you.  We also know how confusing the world of investing can be with everyone seeming to sell the same, but very different, product.  We can help.

As completely Independent Financial Advisers (IFA’s), we have access to the whole of the market to find the right solutions specifically for you.  We pride ourselves on focusing on the creation, managing and preserving of wealth through savings and investments, so whatever your needs you can feel sure that Beacon Wealth Management Ltd will provide the perfect portfolio of services.

Portfolio Management

Beacon Wealth Management Ltd starts with an in-depth analysis of your current financial situation  together with a review of your financial goals and attitude to risk. We consider the most appropriate investment opportunities to maximise the value of your current portfolio.

We can provide you with all the information you need, including monthly updates and quarterly investment summary reports from our in-house investment department as well as access to your own financial report online, accessed via your own unique user ID.

Beacon Wealth Management Ltd Portfolios

Beacon Wealth Management Ltd has 10 in-house managed investment portfolios, 5 of which are ethical, managed by a team with considerable experience and expertise.

Savings and InvestmentsThe above graph shows our portfolios performance for five years from January 2015– January 2020.
(The date on the key shows the date of the portfolio re balance)

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.

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 6 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

For more information have a look at our E-Brochure.

Savings and Investments

Ask your specialist for advice.

Savings and Investments
Tony Larkins
Managing Director
Tel: 01480 869466