Top 100 IFA 8 years running

November 2020

Beacon Wealth Management have just been announced within the Top 100 best Independent Financial Advisers in the UK again – considering there are thousands of companies in this industry it is a big achievement.

The organiser of the awards, large financial publishing body New Model Adviser, stated: “Beacon Wealth Management certainly does not rest on its laurels. Despite featuring in the Top 100 for eight years running, the firm continues to look for ways to improve with its ‘good-to-great committee’, which comprises staff members from across the business.

While this year has thrown up new challenges, Beacon has tried to keep up development with regular opportunities to earn qualifications and improve knowledge. It also provided a list of resources for furloughed employees to learn new skills during lockdown if they wanted to. Clients were also supported, with regular newsletters setting out what the team was doing during the pandemic.

ESG has proven popular with Beacon’s clients this year, with 60% of clients’ assets going into funds with some sort of screen. The firm was prepared for the influx: out of the 10 model portfolios, five have an ethical screen.”

This year hasn’t been easy for any business, but thanks to Beacon’s managing director Tony Larkins, who created a structure that would build on fund management income, and their investment team managing to create results far better than the FTSE 100, they haven’t been hit as hard as many others.

‘It is an honour to be recognised again and it is testament to our teams hard work and dedication to our clients that we have been.’ commented Tony Larkins Managing Director.

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