Response rating
7.0/10
FCA verified
13th November 2017

Beacon Wealth Management Ltd.

Independent Financial Adviser The Old Chapel, Thrapston Road, Kimbolton, Huntingdon, Cambridgeshire, PE28 0HW
First meeting at adviser's own cost
Speak to an adviser directly, phone number displayed. Best Advisers in East of England 2013 and 2015. Chartered and Independent.
We can advise you on
    • Wealth management
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Overseas
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Sub prime
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Long term care
    • EEA
Meet our advisers
Tony Larkins CFP, APFS, FCMI, Chartered and Certified Financial Planner
Chartered and Certified Financial Planner and Director
Accreditations
Chartered Financial Planner Certified Financial Planner
Phil Ogden Dip. FA
Independent Financial Adviser
Chris Wills Dip. CII
Independent Financial Adviser
What our clients say
A meeting was arranged with Tony Larkins of Beacon. In our first meeting Tony helped us to save approx £10,000 just by talking over our issues and by advising us what box to tick?! Excellent advice and service.
Lynda Colley, Milton Keynes
“I had read about Beacon’s reputation through the local media, and decided to let them look after my own personal pension affairs. After seeing for myself the excellent work they had done, I chose Beacon to help us set up the company’s Workplace Pension Scheme. They are a great company to do business with and deserving of the accolades they have received”
Steve Greenall, Cambridgeshire
“Liz and I would both like to thank you very much for your help and advice in managing our finances. It is important that the financial decisions that we are making as we approach retirement are the correct ones, and we are confident that having your help and advice at this stage in our lives has enabled us to make the right choices about how we look after and plan our finances. Further, it is also a huge bonus to be able to deal with you personally on a friendly basis and not feel any pressure to take any action that we were not comfortable with. We regard our decision to seek help and advice from Beacon as one that we are very glad to have made and would be pleased to recommend your services to others.”
Mr Cliff Owen, Cambridgeshire
Where to find us
About us

"We have a direct phone number, allowing you to speak with an adviser almost instantly. Please also note our many testimonials from happy clients below."
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Award winning company, Beacon Wealth Management Ltd, Chartered Financial Planners are completely independent financial advisers (IFAs), who research the whole of the market and make your financial security and ambitions a priority.
Acknowledged as one of the best advisers in the East of England 2012 - 2017. Beacon Wealth Management Ltd are committed to delivering the highest quality advice, to help you live the life you have always dreamed of.

Our services

Managing your finances can prove to be time consuming and complex, with many choices on offer. You may already have your finances in place but feel they are not meeting your expectations. Perhaps you are seeking expert advice from professionals who will create a bespoke portfolio for you. (Corporate and/or Personal)
Your financial needs and aspirations are our top priority. We will make sure you are kept up to date on the latest developments, ensuring you are in the best possible position to make informed decisions.
Beacons in-house investment portfolios generate a lot of interest – see website for statistics.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Compliance

Authorised and Regulated by the Financial Conduct Authority (Number 526604)

Beacon Wealth Management Ltd are registered in England and Wales at The Old Chapel, Thrapston Road, Kimbolton, Cambridgeshire PE28 0HW. Number 5164505

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