*** Voted No.1 Financial Advisers in East of England 2013 & 2015 ***

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)

Beacon Wealth Management Ltd, Chartered Financial Planners in Kimbolton, Cambridgeshire are completely independent financial advisers (IFAs), who research the whole of the market and make your financial security and ambitions a priority.

Finance

Investment Management

Personal Finance

Beacon Wealth Management Ltd

Beacon Wealth Management Ltd's headquarters in Kimbolton, United Kingdom

Tony Larkins

Imogen O’connor - Baxter

Melanie Wareing

Natasha Oliver

Pippa Ellis

Hong Jiang

Alex Larkins

Alex Bland

The Client Services team at Beacon Wealth Management Ltd. is dedicated to providing comprehensive support and personalized service to clients. This team handles client inquiries, manages accounts, facilitates communication between clients and financial advisers, and ensures the smooth administration of client portfolios, focusing on both corporate and personal financial planning needs.

Client Services

The Investment Team at Beacon Wealth Management Ltd is responsible for creating and managing bespoke investment portfolios tailored to client needs, ensuring optimal financial growth and security. They conduct comprehensive market research, analyze investment opportunities, and provide expert advice to both corporate and personal clients. The team continuously monitors portfolio performance and makes necessary adjustments to maximize returns while mitigating risks.

Beacon Wealth Management Ltd

Org chart

Teams

Client Services

Investment Team

Offices

Beacon Wealth Management Ltd

Org chart

Teams

Client Services

Investment Team

Offices

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