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.
The Autumn Budget, scheduled for late November 2025, is expected to bring significant tax changes as the Government seeks to close a large fiscal gap.
Beacon Wealth Management, an independent financial advice firm based in Kimbolton, Cambridgeshire, has been named one of the Top 50 Boutique Financial Advice Firms in the UK by FT Adviser, the specialist sister publication of the Financial Times.
HM Government have confirmed significant inheritance tax (IHT) to take effect in April 2026 (for property reliefs) and April 2027 (for pensions). These changes could affect not just farmers, but all businesses that have substantial assets.
A huge congratulations to the fantastic Pippa - our HR & Compliance Manager - for being named a finalist in the Professional Adviser Women in Financial Services Awards 2025 for the Team Leader of the Year category.
Clara, an elderly widow, has been working with us for several years. Due to her age, we treat her as a vulnerable client, and her daughter has been involved in meetings to provide support and ensure her best interests are upheld. It became apparent during the meeting that the client was finding it increasingly difficult to manage the details of her finances...
by Tony Larkins
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.
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!
Beacon Wealth Management is excited to announce its sponsorship of Stanground Cardea Ladies Sports Reserves FC ahead of the 2025/26 season.
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.
