Top 100 for 10 Years Running!

November 2022

We did it…..we are in the New Model Adviser Top 100 for the 10th year running!

“ESG is at the heart of everything Beacon Wealth Management does. In the past year, ESG made up 80% of the firm’s recommended funds and 56% of it’s assets under advice. Beacon has recently celebrated 10 years of it’s five risk-rated Ethical portfolios.

Beacon’s new campaign Greener Us has seen it review what it does as a company and make changes – big and small – to reduce it’s carbon footprint. This past year it planted a wildflower meadow for the local community, built bug hotels in the office garden and installed smart metres.

Beacon has a task force called the ‘Good to Great’ team, whose role is to continaully explore the client and staff experience to find opportunities for improvement. Managing Director, Tony Larkins, heavily invests in the team and in staff training as he believes employees are the company’s most important asset. “

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