--- title: "Going for Gold: Choosing a Financial Plan" description: Like the very best Olympic teams, the best financial planning firms combine years of experience, qualifications and performance outcomes, to benefit you. image: https://beaconwm.co.uk/hubfs/BWM%20Website%20article%20images%20(2)-1.png --- [🔒 Personal Finance Portal](https://beaconwm.gb.pfp.net/) [![Beacon Wealth Management](https://beaconwm.co.uk/hs-fs/hubfs/brand-logos/bwm-logo_791x500.jpg?width=791&height=500&name=bwm-logo_791x500.jpg "Beacon Wealth Management")](https://143955714.hs-sites-eu1.com/) [![Beacon Wealth Management](https://beaconwm.co.uk/hs-fs/hubfs/brand-logos/bwm-logo_791x500.jpg?width=791&height=500&name=bwm-logo_791x500.jpg "Beacon Wealth Management")](https://143955714.hs-sites-eu1.com/) - What we offer - [Planning](https://beaconwm.co.uk/planning) - [Retirement & Pensions](https://beaconwm.co.uk/planning#pensions) - [Passing on Wealth](https://beaconwm.co.uk/planning#wealth) - [Health & Protection](https://beaconwm.co.uk/planning#protection) - [Long-Term Care](https://beaconwm.co.uk/planning#care) - [Divorce](https://beaconwm.co.uk/planning#divorce) - [Mortgages](https://beaconwm.co.uk/planning#mortgages) - [Investing](https://beaconwm.co.uk/investing) - [Why invest with us](https://beaconwm.co.uk/investing#why-invest) - [Our Portfolios](https://beaconwm.co.uk/investing#our-portfolios) - [Business](https://beaconwm.co.uk/business) - [Employee Benefits](https://beaconwm.co.uk/business#Employee-Benefits) - [Workplace Pension](https://beaconwm.co.uk/business#Workplace-Pension) - [Business Protection](https://beaconwm.co.uk/business#Business-Protection) - [Corporate Planning](https://beaconwm.co.uk/business#Corporate-Planning) - [Who we help](https://beaconwm.co.uk/who-we-help) - [How it works](https://beaconwm.co.uk/how-it-works) - [Who we are](https://beaconwm.co.uk/who-we-are) - [Insights & News](https://beaconwm.co.uk/insights-and-news) - [Contact us](https://beaconwm.co.uk/contact-us) - [01480 869466](callto:+441480869466) This is a search field with an auto-suggest feature attached. - There are no suggestions because the search field is empty. # Going for Gold: Choosing a Financial Plan Planning 2 September 2024 | 1 minute read by Tony Larkins ## From photo finishes to world-breaking records, many of us were glued to our screens watching the 2024 Paris Olympics. I loved watching the athletics, as always, but I was also inspired by the level of performance during the kayaking and BMX events. So, what does this have to do with [financial planning](https://beaconwm.co.uk/planning), I hear you ask? Watching the high level of performance, discipline and sportsmanship on display during the Games, I couldn’t help but wonder: what would it take for a financial planning firm to achieve a ‘gold medal’ in achieving their clients’ best interests? Like the very best Olympic teams, the best financial planning firms combine years of experience, qualifications and performance outcomes, for the benefit of you, the client. At Beacon, our gold medal – so to speak – is our ‘Chartered’ status from the CII, our industry body. Only firms with a certain level of experience and demonstrable commitment to their clients’ best interests can be ‘Chartered’. It means we’re recognised for our commitment to excellence across business practices, professional development and ethics. When considering your financial future – whether it’s [retirement, care fees or protection for your family](https://beaconwm.co.uk/planning) – you want an adviser who understands you and is fully qualified to provide you with the best solutions available. Where there are athletes and top athletes, there are also advisers and top advisers. It’s the years of experience and qualifications that make the difference at the finish line. We believe that the more qualifications and years of experience a firm has, the better your financial situation can be addressed. If you're considering working with a financial adviser with only a minimum level of qualifications, ask yourself: "Why haven't they attained the highest possible qualifications to serve my best interests?"  The phrase "you don't know what you don't know" is particularly relevant here. You've already shown your Olympic spirit, working hard to build up your wealth and making the best life for yourself as possible. Let us help you 'go for gold!'  [Get in touch](https://beaconwm.co.uk/contact-us) ## Latest insights and articles [Planning](https://beaconwm.co.uk/insights-and-news/tag/planning) ##### Is Life Complicated? [Read more](https://beaconwm.co.uk/insights-and-news/is-life-complicated) August 2026  |   2 minute read [Planning](https://beaconwm.co.uk/insights-and-news/tag/planning) [Investing](https://beaconwm.co.uk/insights-and-news/tag/investing) ##### World Cup Finances [Read more](https://beaconwm.co.uk/insights-and-news/world-cup-finances) August 2026  |   2 minute read [Planning](https://beaconwm.co.uk/insights-and-news/tag/planning) ##### 25 Years of Helping Make Your Dreams Become Reality [Read more](https://beaconwm.co.uk/insights-and-news/25-years-of-helping-make-your-dreams-become-reality) July 2026  |   1 minute read [See all articles](https://beaconwm.co.uk/insights-and-news) ![2025-citywire-award-logo](https://beaconwm.co.uk/hs-fs/hubfs/2025-citywire-award-logo.png?width=100&height=100&name=2025-citywire-award-logo.png) ![Chartered_Standard_Corp_FP_Gold_RGB-01-1](https://beaconwm.co.uk/hs-fs/hubfs/Chartered_Standard_Corp_FP_Gold_RGB-01-1.png?width=120&height=166&name=Chartered_Standard_Corp_FP_Gold_RGB-01-1.png) ![AFC-Logo](https://beaconwm.co.uk/hs-fs/hubfs/AFC-Logo.jpg?width=180&height=120&name=AFC-Logo.jpg) ![BLC_Logo_Primary_Contained](https://beaconwm.co.uk/hs-fs/hubfs/BLC_Logo_Primary_Contained.png?width=143&height=80&name=BLC_Logo_Primary_Contained.png) - Services - [Retirement & Pensions](https://beaconwm.co.uk/planning#pensions) - [Passing on Wealth](https://beaconwm.co.uk/planning#wealth) - [Health & Protection](https://beaconwm.co.uk/planning#protection) - [Long-Term Care](https://beaconwm.co.uk/planning#care) - [Divorce](https://beaconwm.co.uk/planning#divorce) - [Mortgages](https://beaconwm.co.uk/planning#mortgages) - About Us - [Who we help](https://beaconwm.co.uk/who-we-help) - [How it works](https://beaconwm.co.uk/how-it-works) - [Who we are](https://beaconwm.co.uk/who-we-are) - [Privacy policy](https://beaconwm.co.uk/privacy-policy) - [Careers](https://beaconwm.co.uk/careers) - [Contact us](https://beaconwm.co.uk/contact-us) © 2025 Beacon Wealth Management Ltd. All rights reserved. For media enquiries please contact [marketing@beaconwealth.co.uk](mailto:marketing@beaconwealth.co.uk). Authorised and Regulated by the Financial Conduct Authority. Registered in England and Wales No. 526604. Registered in England and Wales Company No. 5164505. [Complaints Procedure](https://beaconwm.co.uk/complaints-procedure) Site developed by Karman Digital ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "Tony Larkins", "url" : "https://beaconwm.co.uk/insights-and-news/author/tony-larkins" }, "dateModified" : "2024-09-02T08:19:57.405Z", "datePublished" : "2024-09-02T08:14:07.000Z", "headline" : "Going for Gold: Choosing a Financial Plan", "mainEntityOfPage" : { "@id" : "https://beaconwm.co.uk/insights-and-news/going-for-gold-choosing-a-financial-plan", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://beaconwm.co.uk/hubfs/brand-logos/bwm-logo_791x500.jpg" } } } ```