Insights & News

Spring Budget Summary 2021

Spring Budget Summary 2021 The Budget has been announced. We have compiled a summary of the announcements including: - overview of our economy situation - stamp duty extension - 95% mortgages - Grants - Tax and more... Read Spring Budget Summary 2021

READ MORE

1 minute read
Virus or Plague?

Coronavirus has a lot to answer for. It has taken the lives of loved ones who are likely to have lived a happy life for many years to come. Hearing the daily figures on how many have died becomes a figure we expect to see, and if it goes down for a day we are

READ MORE

2 minute read
Are You A Rabbit, a Sloth or Meerkat?

We are the product of our behaviours and it can be difficult to change, even if you want to. For many they will be happy as they are, regardless of what change could achieve. It’s not my place to make people change, I can, however, help if that’s what people want. So let’s look at

READ MORE

2 minute read
The Cost of Advice

Things are seldom free in this world, and expensive doesn’t always mean best. The true cost is often not known until much later. When it comes to pensions and investments, costs exist for the funds and investment company and also the advisers have their fees. What is perhaps not known is that some companies, such

READ MORE

1 minute read
Pension Death Benefits

Do you have a pension old or new, or perhaps one that you are drawing down on? The rules changed in 2015 to assist with who can benefit in the event of your demise before you access the pension(s), or before the funds are used up. This, however, does not mean your pension(s) include the

READ MORE

3 minute read
Top 100 IFA 8 years running

Beacon Wealth Management have just been announced within the Top 100 best Independent Financial Advisers in the UK again – considering there are thousands of companies in this industry it is a big achievement. The organiser of the awards, large financial publishing body New Model Adviser, stated: “Beacon Wealth Management certainly does not rest on its

READ MORE

1 minute read
Armed Forces Covenant Recognition

Beacon Wealth Legal provide legal advice to current and past armed forces personnel, with a 10% discount (fees dependent on service requirements).

READ MORE

1 minute read
Beacon Wealth Management shortlisted as Best ESG Company in the UK

We are the only business in the UK to be shortlisted in an award with multi-national HSBC, London city based and national firms, as one of the best ethical investment companies in the UK! The award is for the BEST ESG ADVISER – in layman’s terms this award recognises financial advice firms that are going

READ MORE

2 minute read

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.