Voted in Top 100 IFA’s in the UK

August 2013

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”.