Beacon Wealth Management, Cambridgeshire’s first Chartered Financial Planning firm, has once again been named one of the UK’s top advice firms, earning a place in the 2025 Citywire New Model Adviser Top 100.
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This recognition marks more than a decade of consecutive success for the firm, which has featured in the Top 100 every year since 2013 and twice been named a regional winner.
Based in Kimbolton, Beacon Wealth Management provides independent financial advice to individuals and businesses across Cambridgeshire and the East Midlands. Judges praised the firm for its commitment to client outcomes, innovation, and community engagement.
Citywire described this year’s awards as celebrating “the best of the professional financial planning community,” noting that “technology was a big theme in 2025, with so many advice firms improving their tech stack and many adopting AI.”
Of Beacon, it said:
“The business has been a regular in NMA’s Top 100 for more than 10 years and has won an NMA regional award twice.”
Reflecting this focus on innovation, Beacon has adopted Artificial Intelligence to enhance its client service and launched a new range of passive investment portfolios to offer clients greater choice and value in their investments.
Beacon’s continued growth has prompted further recruitment to its Kimbolton-based team and investment in staff training.
The company remains dedicated to supporting its local community, sponsoring Stanground Cardea Ladies Sports Reserves FC, Kimbolton Fireworks and other organisations.
Tony Larkins, Managing Director of Beacon Wealth Management, said:
“We’re extremely proud to be recognised once again among the best financial planning firms in the UK. This achievement reflects our continued focus on innovation, client service, and community.
Our team works tirelessly to deliver the highest standards of advice, and adopting new technology like AI enables us to serve clients even better. We’re proud of our local roots and enjoy the opportunity to support our community.”
Speak with our local experts by calling us on 01480869466 for a free initial, no obligation chat. For more information and useful content, visitwww.beaconwm.co.uk.
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