A huge congratulations to the fantastic Pippa - our HR & Compliance Manager - for being named a finalist in the Professional Adviser Women in Financial Services Awards 2025 for the Team Leader of the Year category.
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...
by Tony Larkins
Cash is essential – but it can sometimes pose as a silent risk depending on how you choose to hold it at different stages of your life. While it’s perfect for having an emergency stash or a short-term fund to reach for, holding too much could end up costing you in the long run.
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.
by Tony Larkins
Acronyms can be confusing - like mistaking LOL for “Lots of Love” instead of “Laugh Out Loud.” However, once learnt, they often carry a deeper meaning.
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.
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