Insights & News

Top 100 for 10 Years Running!

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

READ MORE

1 minute read
Understanding Estate Planning…

Understanding Estate Planning... Estate planning is a process that ensures the management of your estate should you become incapacitated or pass away. The first step is to decide what you want to achieve. It could be deciding who benefits when, how, and in what form. Also deciding how tax efficient you want the process to

READ MORE

1 minute read
Many people fail to plan and live in the ‘now’

Many accumulate wealth during their lifetime either by working hard, receiving an inheritance, or both. It is what you do with that wealth...

READ MORE

2 minute read
What you need to know about Inheritance Tax

More and more people are becoming liable to pay Inheritance Tax even though many could avoid it easily with the right planning...

READ MORE

2 minute read
Royal Walk for Charity

The team at Beacon Wealth Management (along with some of our partners and family members) are doing a ‘Royal Walk’ throughout October...

READ MORE

1 minute read
Kimbolton Fireworks 2022

It is almost time for the dazzling fireworks display at Kimbolton Castle, and Beacon are the proud sponsors once again...

READ MORE

2 minute read
State Pension to Increase

State Pensions increase to 10%, but with the cost of living soaring, is that enough? Contact Beacon to discuss you options 01480 869466

READ MORE

1 minute read
Long-term Care Funding

Unfortunately, there is no fixed amount for the cost of care. It varies depending on the problem. There are many factors to consider...

READ MORE

2 minute read
Financial Repair Shop

An article that provides just a few examples of where a ‘Financial Repair Shop’ may be useful. We recommend that you have a complete review.

READ MORE

2 minute read

Book a Meeting with us

To find out if we're right for you and if you need a financial planner, book a meeting with us.

The first meeting is always complimentary.