Beacon Wealth Management
Beacon Wealth Management is a Chartered Independent Financial Planning firm that assists individuals and businesses in organizing their finances. With over 23 years of experience, they provide financial advice.
- Mortgages
- Wealth Management
- Protection Planning
- Retirement & Pensions
- Personal Financial Planning
- Estate and Inheritance Tax Planning
- Divorce and Separation Financial Advice
Locations
Digital Popularity
Popularity over time
Company Details
Beacon Wealth Management is operated by Beacon Wealth Management Limited and is a Active company incorporated on 28 June 2004 with the registered office located in Huntingdon, Cambridgeshire. Beacon Wealth Management Limited was registered 21 years ago.
Status
Active
Size
Small
Directors
2
Age
21 years old
Employees
18
Turnover
Unreported
Total Assets
£1.32M
Cash in Bank
£1.23M
Total Liabilities
-£137.7K
Teams
13
7
4
3
1
Business Development Manager • Joined Jul 2017
Finance Manager • Joined Jan 2016
Marketing Manager • Joined Sep 2023
Group Operations Manager • Joined Dec 2020
Senior Investment Manager • Joined Sep 2022
Client Account Manager • Joined Aug 2024
Assistant To Finance Director • Joined Oct 2018
Marketing Assistant • Joined Oct 2024
Administrator At Beacon Wealth Group Ltd • Joined Sep 2020
Financial Advisor • Joined Jan 2024
Finance Manager • Joined Jan 2016
Senior Investment Manager • Joined Sep 2022
Assistant To Finance Director • Joined Oct 2018
Financial Advisor • Joined Jan 2024
Paraplanner • Joined Apr 2019
Chartered Financial Planner
Senior Paraplanner • Joined Sep 2022
Business Development Manager • Joined Jul 2017
Marketing Manager • Joined Sep 2023
Client Account Manager • Joined Aug 2024
Marketing Assistant • Joined Oct 2024
Marketing Manager • Joined Sep 2023
Group Operations Manager • Joined Dec 2020
Senior Investment Manager • Joined Sep 2022
Administrator At Beacon Wealth Group Ltd • Joined Sep 2020
View 13 members