Beacon Wealth Management - Insights & News

Carrying too much? How financial advice can lighten the load

Written by Tony Larkins | May 1, 2025 4:00:00 PM

I grew up watching Crackerjack on the BBC, and one of my favourite games – when my father wasn’t appearing on it as a magician (another story!) – involved contestants winning prizes for answering questions.

The catch? They had to hold onto everything they won until they were overloaded, struggling to keep hold of it all. Looking back, that game feels a lot like life.

We all accumulate so much over time – responsibilities, financial worries, family concerns. As we move through life, money plays a role in nearly everything we juggle: buying a home, raising children, planning for retirement, or caring for ageing parents.

Without a clear plan, managing it all can feel overwhelming. That’s where we come in.

At Beacon Wealth Management, we can help you take control of your financial future, regardless of where you are in life:

Young professionals & families – we can help you make smart decisions early, whether it’s receiving mortgage advice, setting up your pensions early or managing an inheritance.

Mid-life & business owners – whether you are considering school or university fees, managing a growing business, or thinking about retirement, we create strategies that maximise your wealth whilst securing your future.

Pre-retirement & later life – we can guide you through pension planning, investments, tax efficiencies and long-term care, so you can enjoy retirement without financial stress.

Why choose Beacon?

As a Chartered Financial Planning firm, we go beyond the basics. Our advisers have advanced qualifications and years of experience dealing with real-life financial situations, from retirement planning to investments.

A financial plan isn’t just about numbers - it’s about securing the life you want. So instead of feeling overloaded like those Crackerjack contestants, let’s create a strategy that gives you clarity, confidence and control over your financial future.

To speak with our local experts, please call us on 01480 869466 for a free initial, no obligation chat. For more information and useful content, visit www.beaconwm.co.uk.

Future fees may apply. Registered and regulated by the FCA No. 526604.