Beacon Wealth Management Ltd


39 Thrapston Road Huntingdon PE280HW
01480 869466 Click to call

Chartered
In-House Investment Team
Award Winning

About Beacon Wealth Management Ltd

At Beacon Wealth Management our sole purpose is to help you live the life that you want.

To ensure that we can provide you with the highest standard of advice we have worked hard to achieve Chartered Status and we continuously work hard to maintain this.

We are also completely independent and can search the whole of the market to make sure that our advice is the best advice and is bespoke to you.

We have a unique way of working, with a highly qualified Investment Team in-house to monitor your investments and a highly experienced paraplanning team to ensure that research is thoroughly conducted.

We understand that financial matters are always sensitive and often require reassurances which is why we offer regular financial check-ups and a comprehensive review service to guide you in the right direction and ensure that your financial goals are on track.

Our focus is to add value to your life by helping you identify your bucket list and giving you the best advice as to how to achieve them.

Our areas of involvement include:

· Financial Planning

· Bespoke Pensions

· Retirement Options

· Investments and Savings

· Portfolio Management

· Business Protection

· Employee Benefits

· Estate and Inheritance Planning

· Separations and Divorce

· Private Health Cover

· Family Protection

· Mortgages

· General Insurance

As Benjamin Franklin once wisely said “An investment in knowledge pays the best interest.” – we believe at Beacon that our knowledge is our greatest strength and we look forward to sharing that with you.

Your Guiding Light in Finance

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Advice concerning

Insurance
Investments
Mortgages
Pensions
Taxes

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Businesses
Government
Individuals

Our location

Beacon Wealth Management Ltd


39 Thrapston Road Huntingdon PE280HW
01480 869466 Click to call