Top 100 IFA 9 Years Running!

We have made the New Model Adviser Top 100 for the nineth year running!!

“Beacon Wealth Management has invested £2m in the local community over the years to help keep shops and offices open to small businesses, prevent the residential conversion of a local pub and support many local initiatives.

Community involvement has been a key focus during the Covid-19 pandemic. Its ‘every superhero needs a sidekick’ campaign highlighted and thanked caring locals. Beacon bought a customised bench for a local park and planted a pictorial wildflower meadow, spanning 540 square metres, to recognise community spirit during lockdown and provide a place for those affected by it.

Its support has extended to taking over a section of a popular local magazine to save it from going out of business and sponsoring four local sports clubs that have suffered during Covid.

Beacon started its own ethical portfolios in 2011. Although less than half of its assets are in ESG portfolios, they accounted for 95% of fund recommendations over the past year.”