Head Office:
01480 869466
A wealth of financial expertise

About us


Your financial needs and aspirations are our top priority at Beacon Wealth Management Ltd. We will make sure you are kept up to date on all the latest developments, to ensure you are in the best possible position to make informed decisions.

We are proud to be able to offer you completely independent financial advice, from the whole of the market, for all areas of financial planning services to both corporate and private clients.

Beacon Wealth Management Ltd has been created for the high net-worth/mass affluent to offer you benefits designed especially for you.

The benefits you will receive are:

  • Completely independent financial advice, from the whole of the market
  • The highest quality advice, based solely on your researched needs, guaranteed because you are working with a Chartered Practice
  • Regular updates on your investments
  • Quarterly investment summary reports for clients with £500,000 or more
  • Access to our Client Personal Portal, where you can view your investments, make changes to the information we hold and communicate with us securely
  • Benefits for you and your entire family including:
    • Planning through the generations
    • Cost effective service
    • Family discounts on our services
    • Single source for family advice; ideal at times of need or difficulty

Beacon Wealth Management Ltd specialise in:

  • Pensions
  • Employee Benefits
  • Workplace Pension Scheme
  • Life assurance
  • Private Health Insurance
  • Accident Protection
  • Savings and Investments

 


Important Notice – We are open and offering remote meetings.

Whilst we are working in the office it is our primary aim to ensure our team and visitors are safe. For this reason, whilst we are offering face-to-face meetings, we will also continue to offer remote meetings via phone, email, skype, zoom or teams. All members of staff in the office are participating in twice weekly lateral flow testing and there is strict entry criteria including hand sanitising.

A wealth of legal advice

Beacon Wealth Legal


Beacon Wealth Management Ltd are Chartered Independent Financial Advisers that offer professional independent financial advice, to help you live the life you have always dreamed of. Visit Beacon Wealth Legal
Beacon Wealth Management
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