Head Office:
01480 869466
A wealth of financial expertise

Our Portfolio


Time to talk portfolios

You may already have your pensions and investments managed, but not convinced they are performing as they should. You may not have realised that your investment and pensions could potentially be put together under one portfolio (depending on their individual benefits), or you may be at the point to start looking at your needs.

At Beacon Wealth Management we are proud to be able to offer you the opportunity to have an investment portfolio to suit your individual needs.

Whether you are looking for your investments to grow, create income, or a combination of both, we can create and manage your very own unique portfolio.

We start with an in-depth analysis of your current personal and financial situation taking into account your financial goals and attitude to risk.  Once all the information is collated we can consider what we feel is the most appropriate investment opportunities to maximize the value of your current portfolio.

With a choice of both Whole of Market and Ethical investment portfolios, each with five different risk ratings to best meet your appetite for risk, Beacon Wealth Management are well equipped to help ensure your money works hard for you. (Past performance is no guarantee of future returns – funds can go down as well as up)

– As we all know the economy, politics and markets are constantly changing, which can have a major impact on your investments. This is why we are proud to offer you the opportunity for every single one of your investments to be monitored on a monthly basis.

Beacon Wealth Management Model Portfolio graph showing the average risk of each of the 5 models showing the

Contact us to discuss moving your investments to Beacon and beat the stock market.

 

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 5 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.

Blue light card approved