Beacon Wealth Management is a Chartered Independent Financial Planning firm. We help individuals and businesses organise their finances and secure their futures.
Achieve financial freedom and peace of mind with our financial planners:
Retirement & Pensions: Make sure your pensions and savings are as retirement-ready as you are.
Passing on Wealth: Pass on your money efficiently and manage potential issues with Inheritance Tax.
Health & Protection: Protect your income, your loved ones and your business, should the unexpected happen.
Long-Term Care: Protect your money from the costs of long-term care, and find support you may be eligible for.
Divorce: We can work with your solicitor to make sure you get the financial outcome that is right for you.
Mortgages: Our in-house service provides advice on mortgage products on and off the high street.
We believe that the client is the most important person when it comes to financial advice. Not the provider. Not the products or services. We want to make sure you receive advice that is bespoke to you – your best interests are at the heart of everything we do.
We work tirelessly to be innovative in our industry and support our local community, sponsoring local causes and events such as Kimbolton Fireworks and the inaugural St Neots Festival.
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