Voted in Top 100 IFA’s in the UK
Beacon Wealth Management Ltd were named in the New Model Adviser’s top 100 IFA’s in the country from a selection of highly prestigious companies.
Beacon Wealth Management Ltd were one of two from the whole of Cambridgeshire to be named within this category. The Editor of the New Model Adviser, Daniel Grote, explained the meaning of this particular article “We recognised firm’s overall qualifications, recurring income and commitment to their customers, and their best estimations of where they will end the year”. Unlike previous years the top 100 list only consisted of the firms with the most turnover, this meant that many quality, independent SME’s missed out in the rankings.
However, in 2013 as Daniel Grote explained, they have taken into account a lot more than just turnover, which is important in highlighting what smaller independent companies have to offer. This also highlights the willpower and determination the top 100 have to adapt their services through the Retail Distribution Review (RDR), which caused uproar amongst the financial world, when they had to change the way they charged for advice.
Tony Larkins, Beacon Wealth Management Ltd’s Managing Director, commented “We are very grateful to the New Model Adviser for selecting us to appear in the top 100; it is good to see that SME’s such as ourselves are being given credit for overall performance and commitment to their clients. After winning Advisers of the year in East of England 2013 from the New Model Adviser, we have gone from strength to strength and are continuing to win other awards which confirms that we are heading in the right direction”.
Most Promising New Business in the East of England 2013
Beacon Wealth Management Ltd won the Chamber of Commerce award for the Most Promising New Business in the East of England. This was our second award of 2013.
The Most Promising New Business Award highlights the success Beacon Wealth Management Ltd has had in such a short time. Beacon Wealth Management Ltd was set up in 2010 to fill a gap in the market to provide City level advice in a country setting. The idea turned out to be a very good one, and taking on more advisers to specialise in particular areas such Mortgages has helped us distinguish ourselves from other practices.
Tony Larkins, Beacon’s Wealth Management Ltd’s Managing Director, commented on the award win: “After winning East of England Advisers of the year in January, it seemed that we had started the year with a bang, now I am delighted to say we have won yet another award”.
East of England Financial Advisers 2013
Beacon Wealth Management Ltd has been voted No.1 Financial Planner for the East of England by Citywire, who are one of the UK’s most eminent financial ratings agencies.
Tony Larkins was at the award ceremony to collect the award at the Lancaster Hotel, London on Thursday 10th January 2013, in front of around 1,000 leading fund managers and financial advisers.
Up to 6,000 UK financial adviser practices participated in an in-depth survey and were judged on factors that included professional qualifications and the overall efficiency of their business model.
Shortlisted firms proceeded to an interview, looking in detail at these areas and additional factors, such as client education and communication, together with the use of technology in running an efficient financial planning business.
Tony Larkins, Beacon Wealth Management Ltd’s Managing Director, attended the awards, which were also part of an annual conference:
“Whilst we had an interview over the phone, we were told it was to qualify our entry, so I had no idea we had been shortlisted. It was only when I sat down at the table for dinner (just before the awards were announced) that I quickly glanced at the programme. I was delighted we had been shortlisted because so many companies enter for these awards and this was the first time we had ever entered.”
“The awards started and East of England was the first award to be announced. I couldn’t believe it when they called out our name and I was handed the trophy by Brian Blessed. It was very surreal. Thankfully I didn’t have to give a speech, as I hadn’t prepared one, but I was ushered off stage and taken to a separate area for a filmed interview. I cannot really remember what I said, but we won this award as a company and I am very thankful for all the efforts of the team at Beacon Wealth Management Ltd, who work so hard to help our clients accomplish their goals and achieve some of the best investment returns in the UK. We have come a long way from a four person company and I am excited by what we will achieve in the future.”
This award means we are considered to be the best financial planning firm in the East of England.
Employee of the Year 2011
Pippa Ellis of Beacon Wealth Management Ltd was voted Employee of the Year 2011. This is the first business award Pippa has received and feels very proud to have represented Beacon Wealth Management Ltd at the awards ceremony.
Pippa achieved this award by progressing through Beacon Wealth Management Ltd, taking on many roles after her maternity leave. Starting as a researcher, Pippa slowly began to be seen as the Managing Director’s right hand woman. Currently, Pippa is Compliance Officer and Office Manager; ensuring systems are followed correctly, regulatory requirements are surpassed, reviews by governing bodies are praised and with her Office Manager duties; overseeing all staff behaviour, staff structure, as well as being a team player and showing an interest in the lives and welfare of all the team and clients.
Pippa is highly respected throughout the Beacon Wealth Management Ltd’s team and continues to support them the best she can.
Business Person of the Year 2010
Tony Larkins, Beacon Wealth Management Ltd’s Managing Director, was named Business Person of the Year 2010 in the Hunts Post Business Awards.
Tony has won many financial accolades since becoming a financial adviser in 1991, and holds qualifications held by less than 1% of advisers, including Chartered and Certified status. Beacon Wealth Management Ltd holds the status of Chartered Financial Planners which makes us one of the top IFA companies in the UK, and are also one of the only Chartered Financial Planners that offer a complete range of Independent Financial Services in the Cambridgeshire area.
Tony is responsible for the operation of the Company, increasing morale and advising clients, he is also the person of contact for the management team. This award inspired Tony to create Beacon Wealth Management Ltd as a separate entity from Beacon Financial, of which Tony was originally a part of. Beacon Wealth Management Ltd offers specialised financial advice and planning, including an in-house investment team and a bespoke level of service to clients.
