Your financial future is our priority.

Beacon Wealth Management is a Chartered Independent Financial Planning firm.
We help people and businesses organise their finances and secure their futures.
 
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23

years established

£200m+

funds managed

10+

years as a Citywire Top 100 Adviser

What we offer

Planning

Achieve financial freedom and peace of mind with our team.

  • Retirement & Pensions
  • Passing on your Wealth
  • Health & Protection
  • Long-Term Care
  • Divorce & Separation
  • Mortgages

Investing

Invest and grow wealth securely with our in-house experts.

  • Tailored Approach
  • In-House Expertise
  • Independent Approach
  • Transparent & Accessible
  • Ethical Portfolios
  • Find your comfort level

Business

Keep your business in shape and support your employees.

  • Employee Benefits
  • Workplace Pension
  • Scheme Administration
  • Business Protection
  • Corporate Planning
  • In-House Expertise

You

We help people and businesses with their planning needs.

  • Thinking of Retirement
  • Investors
  • Business Owners
  • Solicitors
  • Accountants
  • Lifestyle Changes

Truly Independent Advice, tailored to you.

Providing independent financial advice and planning is core to our values. But what does this mean?

Some advisers are 'restricted' to specific products or providers. This means any advice you receive is limited to a handful of options.

Our advice, on the other hand, is tailored to you. Whether you're planning to retire, or looking to invest, we can consider all available options for you from across the market.

This freedom helps us give you a more personalised plan, focused on the life you want to live.

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Why seek financial advice?

A step-by-step plan

You'll receive a bespoke plan from your adviser, who is supported by a team of highly qualified staff.

Peace of mind

Be reassured that everything has been taken care of financially. As independent advisers, we are not tied to any specific service provider or company. Our advice is tailored to you, and only you.

Advice tailored to you

Managing your finances can be time-consuming and complex. Your dedicated adviser will work with you to figure out your life goals and financial position.

Beacon Office

Advice, Investments and Planning... all under one roof.

Choosing where or how to invest can be difficult. What doesn't help is that many advisers outsource how their clients' investments are managed to a third party.

We're different. Your hard-earned investments are looked after here at Beacon, our on-site investment team working hand-in-hand with your adviser to build your wealth.

This means your investments get the attention they deserve, and are continually invested in the right place, at the right time.

Seeing is believing. Access your investments online.

Get a clearer understanding of your wealth and investment performance with the Personal Finance Portal, a dedicated online portal that you can access through your computer or mobile device.

You can check your portfolio's value at any time, track progress towards your goals and connect with your adviser.

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PFP Page 960x540

Delivering excellence with our 'Chartered' status

We hold the 'gold standard' for financial advice.

Firms with the 'Chartered' accreditation have been recognised for their commitment to excellence across business practices, professional development and ethics.  

Beacon Wealth Management was the first financial planning practice in Cambridgeshire to be awarded the 'Chartered' status, and we are passionate about maintaining this standard of excellence and delivering positive outcomes for our clients.

The Chartered Insurance Institute has more information on why it is always best to work with Chartered Financial Planners. 

What our clients have to say

Let our clients do the talking on how we've supported them.

My relationship with Beacon began at a very difficult time in my life. The support I received then and the support I have continued to receive has been exemplary - professional, thorough, kind and considerate. All the staff are friendly and welcoming. Tony is an absolute gem!

Mrs H

It is heartening to see how successful you have been in keeping my pension investments topped up in these uncertain times.

Mr W

First class service, with people you can trust.

Mr and Mrs R

Beacon Wealth Management provides a very reassuring financial service, delivered by very personable staff.

Mr and Mrs A

I have always found Beacon Wealth Management to be very professional in their attitude to looking after my best interest. Thank you to all concerned. 

Mr W

Beacon Wealth is an excellent company to work with. Their administration team is excellent, ensuring all services are completed in a prompt and effective manner. I would highly recommend. 

Ms R

Over many years, Martin Eaton and Beacon Wealth Management have never let me down. Long may it continue. 

Mr M

Best phone call we ever made. We can now see a light at the end of the tunnel. Thank you Martin. 

Mr and Mrs E

Excellent advice for first time investing, no question was too silly to ask. I have no hesitation in recommending Beacon Wealth Management to others. 

Mrs W

The staff at Beacon Wealth take the time to understand our circumstances and financial aspirations, advising us accordingly.

Mr and Mrs S

Our Awards

NMA TOP 100 WINNER 2013
NMA TOP 100 2023
NMA TOP 100 2022
NMA TOP 100 2021
MONEY MARKETING 2021
MONEY MARKETING 2020
SMALL ADVISER MONEY MARKETING 2019
NMA TOP 100 2020
NMA TOP 100 2019
NMA TOP 100 2018
NMA TOP 100 2017
NMA TOP 100 2016
NMA TOP 100 2015
NMA TOP 100 2014
NMA TOP 100 2013
HUNTS POST BUSINESS AWARDS 2016
HUNTS POST BUSINESS AWARDS 2015
HUNTS POST BUSINESS AWARDS 2014
HUNTS POST BUSINESS AWARDS 2013
HUNTS POST BUSINESS AWARDS 2012
CHAMBER AWARDS 2013

Financial Planning

Receive a personalised financial plan to help you realise your life goals.

Savings and Investments

We aim to give you the best returns, whilst securing your investments.

Businesses

We aim to give you the best returns, whilst securing the investments you've entrusted to us.

Retirement Planning

Plan for your future, whilst we make sure your pension serves you in retirement.

Estate and Inheritance Tax Planning

Ensure a smooth, tax-efficient transition of your wealth to your loved ones.

Protection Planning

Your family and business are everything. Protect them with suitable cover that gives you peace of mind.

Divorce and Separation

We can help you sort your money and assets at what can be a challenging time.

Mortgages

Secure your next move with us, with access to the latest deals both on and off the high street.

Long-Term Care

We can help you plan so that your assets are passed on as efficiently and as smoothly as possible.

Get in touch

To find out if you need advice and if we are the right fit for you, let us know how we can help you. The first meeting is always complimentary.
info@beaconwealth.co.uk
01480 869466
Beacon Wealth Management Ltd.
The Old Chapel, Thrapston Road,
Kimbolton, Cambridgeshire, PE28 0HW
 
What3Words location: exploring.hope.stitch
Free parking is available on-site.