Beacon Wealth Management selected as one of the Top 100 advice firms in the UK
We are very proud to announce that Beacon Wealth Management has been honoured with the Citywire New Model Adviser Top 100 award for 2023.
Insights & News
The New Tax Year
The New Tax Year The ending of a tax year means that your tax allowances will reboot. If you are self-employed, you submit a tax return; if you’re employed, your tax code will automatically refresh. Not only this, but it will make a difference to your ISA allowance, Inheritance gifting, and Capital Gains tax. It
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Ukraine Exports
Before the war, I suspect many people weren’t aware of just how significant a role Ukraine plays in the world’s economy and exports...
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Easter Egg Hunt in Kimbolton
JOIN OUR FREE ANNUAL EASTER EGG HUNT 3RD - 14TH APRIL AND WIN A CHOCOLATE EGG! Find all 20 eggs on Kimbolton High Street and complete their locations in the form which can be downloaded here Easter Egg Hunt Form Return your completed forms to the address below and collect your prize: Beacon Wealth Management
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Fringe
Fringe We are proud to be sponsoring a local production brought to you by the VAMPS of St Neots. Join them for a night jam-packed with talented acts, incorporating music, theatre and dance. This is a family-friendly show not to be missed! All proceeds from this show will be going to Hunts Community Cancer Network
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Elf Hunt
Download your Elf Form here. Find all the stamps located on Kimbolton High Street. Return the completed form to our office to win your prize.
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Autumn Budget
The Summary of the Autumn Budget November 2022, summarised by Beacon Wealth Management Ltd, Kimbolton, Cambridgeshire...
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Santa Letters
November 2022 Our friends, the Elves, have left a postbox at our Kimbolton office for you to post your letters to Santa. No need for a stamp as the Elves collect the post straight from the postbox and deliver them straight to Santa, but make sure you put your address on there so that Santa
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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
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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.