Insights & News

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

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Rationing

Hopefully by the time you read this we will see the world returning to some sort of normality with regards to simple tasks, such as filling the car with fuel….or will we? COVID threw us all off track and we can all remember the shortages of toilet rolls and flour, caused by panic. Now when

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Ethical Investments

Ethical Investments - featured in The Hunts Post on 17/11/21 If life on another planet looked down on us, what would they see and would they understand it? We are a small planet with people spread over most of it, who rely on water and food to survive. We churn out fumes and destroy rain

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Ethical Investments

Ethical Investments - featured in The Hunts Post on 17/12/21 If life on another planet looked down on us, what would they see and would they understand it? We are a small planet with people spread over most of it, who rely on water and food to survive. We churn out fumes and destroy rain

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1 minute read
Top 100 for the 9th year!

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

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1 minute read
The Recipe for Planning

To produce the best cake, dinner or sweet you need a mix of ingredients in the right amount, with the right individual attention given to each. A recipe for planning would include taking care of the essentials to protect the livelihood of you or your loved ones, be that life insurance, critical illness, income protection,

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Are you a Potato or an Egg?

At boiling point one goes soft, the other hard. Under the same circumstances different people act in different ways, which is why the world is made up of different people. This all starts with the “fight or flight” syndrome that existed in cavemen. Which reminds me of the story of two men being chased by

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10 Years of being Ethical

Today everyone speaks about sustainability and saving the Earth. Ten years ago many were still ridiculing Prince Charles for the things he said that now show him to be evolutionary. Well it was 10 years ago that we set up our first five risk rated Ethical Portfolios and my, how things have changed. In the

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2 minute read

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