Insights & News

Wealthy Concerns

Surprisingly, interest rates didn’t rise in September, with a vote being 5:4 to keep them as they are. Inflation remains a concern for everyone, no matter their financial situation, it has seen a fall and I predict October will see another big fall.

READ MORE

1 minute read
Beacon Wealth Management selected as one of the Top 100 advice firms in the UK

We are very proud to announce that Beacon Wealth Management has been honoured with the Citywire New Model Adviser Top 100 award for 2023.

READ MORE

1 minute read
What Defines You?

Secure the pension fund that suits your lifestyle, whether that be from pension contributions, investment decisions, savings, or property portfolios.

READ MORE

1 minute read
How much time do you have?

Since your pension fund is designed to be your income for when you retire, having a clear savings plan is always the best option.

READ MORE

1 minute read
Care Fees Planning

It has been reported that one in seven people are expected to need care. Anyone involved in the funding of long-term care will know just how expensive it is.

READ MORE

1 minute read
Women's Pensions

When saving into a pension early, the money paid in has the longest time to grow, which for most is beneficial as starting salaries are not typically high.

READ MORE

2 minute read
Financial Worries

With inflation not coming down as quickly as expected, interest rates going up, and mortgage rates on the climb, is now a good time to review your finances?

READ MORE

1 minute read
Protect and Serve

In this thought provoking article Tony explains what income protection is and why it's important to have it...

READ MORE

1 minute read
How to be an active listener

Often in conversation, we can find ourselves not really listening but listening to reply....Active listening' is often described as ‘listening to understand’...

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.