All of the team at Beacon Wealth Management wishes you a very Happy New Year!🥂✨ Our office will re-open from 8:30am on Thursday 2nd January 2025. Are you looking to get ahead on planning your finances for the new year? Please get in touch for a free initial, no obligation chat by contacting us on: ☎️ 01480 869466 📧 info@beaconwealth.co.uk 🌐 www.beaconwm.co.uk
Beacon Wealth Management Ltd
Financial Services
Kimbolton, Cambridgeshire 397 followers
Your financial future is our priority.
About us
*** Voted No.1 Financial Advisers in East of England 2013 & 2015 *** Your financial future is our priority. Beacon Wealth Management is a Chartered Independent Financial Planning firm. We help people and businesses organise their finances and secure their futures.
- Website
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http://www.beaconwm.co.uk
External link for Beacon Wealth Management Ltd
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Kimbolton, Cambridgeshire
- Type
- Privately Held
- Founded
- 2010
- Specialties
- Wealth Management, Investments & Savings, Pensions, Financial Planning, Mortgages, Portfolio Management, Family Protection, Business Protection, Employee Benefits, Long Term Care, General Insurance, Tax Mitigation, and Workplace Pensions / Auto-Enrolment
Locations
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Primary
Get directions
The Old Chapel
Thrapston Road
Kimbolton, Cambridgeshire PE28 0HW, GB
Employees at Beacon Wealth Management Ltd
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Tony Larkins APFS CFP CMgr FCMI FCSI TEP
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Katie Kitson BA(Hons) MCIM Chartered Marketer
Managing Director at B Inspired Marketing, and Chartered Marketing Consultant at Beacon Wealth Group.
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Michael Chaplin-Kelly EFA,DipPFS
Financial Adviser Beacon Wealth Management Ltd
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Alex L.
Office Manager at Beacon Wealth Group Ltd
Updates
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Today we held the annual Beacon Christmas Brunch at the office!🎄🥂 We started with a few words from Tony, and then enjoyed a Secret Santa gift exchange, the Champion Cup 2024 winner announcements, a Christmas Quiz to fundraise for the Age UK charity, and a Charcuterie buffet spread! All of the team at Beacon wish you a very Merry Christmas and all the best for the New Year💙✨
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Following the conclusion of the Letters to Santa Campaign last week, Santa has been in touch to give us an overview of the event!🎅 A big thank you to all those who posted letters to Santa's post box at our office in Kimbolton. We enjoy being involved in the community, and bringing some festive cheer to our neighbours📮✨
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This week was the last challenge of the 2024 Champion Cup hosted by our wonderful Alex!🏆 It got tense in a series of Giant Jenga knock-out rounds with finalists going head to head to win the tournament😅 A big thank you to Alex for organising the final challenge😁 Now for the winners and runners-up to be announced with prizes to be awarded to complete this year's Challenge Cup🥇🎉 #wealthmanagment #teambuilding #officefun
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Here are some highlights from our fantastic staff day out at Sporting Targets last Thursday!🎯 We had such a great time getting stuck into all the activities in our teams; it was so lovely to get everyone from Beacon together🎄💙 Thank you Sporting Targets!
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Don't forget this is the final week to post your letters to Santa before the Elves take back their post box from the Beacon Wealth office on Friday 13th December!🎅📮 For full details and to download your template letter, please follow the link to our website https://lnkd.in/e9n7e3ev
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