Insights & News

Could your cash be working harder?

Cash is essential – but it can sometimes pose as a silent risk depending on how you choose to hold it at different stages of your life. While it’s perfect for having an emergency stash or a short-term fund to reach for, holding too much could end up costing you in the long run.

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Featuring on BBC Radio Cambridgeshire: Beacon sponsor Stanground Cardea Ladies FC

Following our sponsorship announcement with Stanground Cardea Sports Ladies Reserves FC, Tom Beach - our Employee Benefits Coordinator and the team's Manager - featured in a live interview on BBC Radio Cambridgeshire!

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1 minute read
Stanground Cardea Ladies Sports Reserves FC Announce Sponsorship Deal with Beacon Wealth Management

Beacon Wealth Management is excited to announce its sponsorship of Stanground Cardea Ladies Sports Reserves FC ahead of the 2025/26 season.

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YOLO - making every moment count

Acronyms can be confusing - like mistaking LOL for “Lots of Love” instead of “Laugh Out Loud.” However, once learnt, they often carry a deeper meaning.

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Protecting family finances during a cancer diagnosis

Stephanie was incorrectly diagnosed with a medical issue, from which she had to immediately be absent from work. Unfortunately, the true diagnosis – once discovered – was cancer.

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Securing retirement and a new lease of life with Critical Illness pay-out

Daniel, a self-employed contractor working in association with a large company, suffered a mild stroke. He fortunately made a full recovery, but the experience prompted him to take stock and re-evaluate what was important to him in life.

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Protecting a family and business with Protection

A local business was owned by two Directors and had several employees. Unfortunately, one Director, Jason, was diagnosed with terminal cancer and was unable to continue working. He returned to work after two years of respite but was unable to continue with the responsibilities he had previously held within the company.

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Helping couples to retire early

There are common misconceptions concerning if early retirement is possible, so seeking expert advice that is bespoke to your situation is essential. Here is how one of our financial planners helped a couple prepare for early retirement.

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How to support your family's financial future

Life changes fast, whether it is rising living costs, new tax rules and more complex family situations. That’s why more families are turning to financial planning.

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