Top 100 Independent Financial Adviser 7 years running
by Beacon Wealth Management
November 2019
Beacon Wealth Management has once again been celebrated as one of the best IFA’s (Independent Financial Advisers) in the UK, in the recently announced New Model Adviser Top 100.
The New Model Adviser Top 100 awards the top 100 financial planning businesses in the UK that are going above and beyond for their clients, as well as their team and contributing to the profession as a whole. New Model Advisor send out long and detailed surveys to firms, covering investment fees, training, succession plan, client education and diversity. Scoring the firms is based on answers not assets. Survey responses are assessed using an approved point-scoring-system, some of the factors they look at include; evidence of well-qualified staff, robust investment propositions, carefully segmented client bases, good use of technology, willingness to share best practice, recruitment and contribution to professional standards.
Beacon Wealth Management Ltd have not only proven they have the criteria to meet the need to be part of the Top 100, they have achieved this for seven years running. The Kimbolton based firm have also been recognised for their commitment to their local community spending over £2million on local causes.
Tony Larkins, Managing Director, Beacon Wealth Management Ltd commented; “I am very proud of my team, for this great achievement for the 7th year. This year we have invested in qualifications for our growing team and have set up a committee of non-management staff to help the firm go from good to great, using team suggestions on what we can improve on next. Our clients are important to us and the heart of what we do, we will never stop improving ourselves as clients deserve the best and more.”