Clara, an elderly widow, has been working with us for several years. Due to her age, we treat her as a vulnerable client, and her daughter has been involved in meetings to provide support and ensure her best interests are upheld. It became apparent during the meeting that the client was finding it increasingly difficult to manage the details of her finances...
Following our sponsorship announcement with Stanground Cardea Sports Ladies Reserves FC, Tom Beach - our Employee Benefits Coordinator and the team's Manager - featured in a live interview on BBC Radio Cambridgeshire!
Beacon Wealth Management is excited to announce its sponsorship of Stanground Cardea Ladies Sports Reserves FC ahead of the 2025/26 season.
Stephanie was incorrectly diagnosed with a medical issue, from which she had to immediately be absent from work. Unfortunately, the true diagnosis – once discovered – was cancer.
Daniel, a self-employed contractor working in association with a large company, suffered a mild stroke. He fortunately made a full recovery, but the experience prompted him to take stock and re-evaluate what was important to him in life.
A local business was owned by two Directors and had several employees. Unfortunately, one Director, Jason, was diagnosed with terminal cancer and was unable to continue working. He returned to work after two years of respite but was unable to continue with the responsibilities he had previously held within the company.
There are common misconceptions concerning if early retirement is possible, so seeking expert advice that is bespoke to your situation is essential. Here is how one of our financial planners helped a couple prepare for early retirement.
by Tony Larkins
Life changes fast, whether it is rising living costs, new tax rules and more complex family situations. That’s why more families are turning to financial planning.
During this year’s Loneliness Awareness Week, we are reminded that isolation can quietly influence the way we make decisions, including those related to our finances. This week creates an opportunity for us to reflect on how our advisers work towards fostering meaningful relationships with our clients to be that source of practical guidance, as well as steady reassurance.
To find out if we're right for you and if you need a financial planner, book a meeting with us.
The first meeting is always complimentary.
