Beacon Wealth Management Ltd

29/05/2026

Some exciting news to end the week! ✨

We’re delighted to share that we have been shortlisted in two categories for the Money Marketing Awards 2026: Small Advice Firm of the Year and Best Use of AI by an Advice Firm.

This recognition reflects our team’s dedication to delivering outstanding financial advice and embracing innovation to enhance the client experience, with our clients’ best interests remaining at the heart of everything we do. We’re incredibly proud to be recognised alongside so many respected firms across the industry.

Congratulations to all the finalists🎉

The Money Marketing Awards recognise the very best advisers and providers the industry has to offer. The accolades are not awarded lightly. Several rounds of shortlisting take place before the judge's comb through each entry and decide on a winner.

23/05/2026

"Investing feels too risky or complicated."

It doesn’t have to be. Our personalised, expert-led approach helps make investing feel more straightforward and accessible to help you achieve your goals. 🎯

Ready to learn more? Click here to discover what sets us apart when it comes to investing 👇
https://beaconwm.co.uk/investing

22/05/2026

📣 OUR TEAM IS EXPANDING ! 📣

We are looking for a Client Account Manager to support our Financial Advisers and clients.

Would you like to work for a company that has a friendly team and fantastic benefits? 🤝

Do you have strong organisational skills and a client-focused approach?

Visit our website for the full job description: https://beaconwm.co.uk/careers
To apply, send your CV to Alex Larkins at [email protected]

Please do share this post with anyone who you may know to potentially be a great fit for this role!

15/05/2026

Here’s how we’ve been supporting wellbeing and connection during this year's Mental Health Awareness Week💚

From our team coffee & pastry morning, to Wear It Green Day, and finishing with a wellness walk together, it’s been a great opportunity to pause and check in with one another, taking time to prioritise wellbeing across the team!

Small moments of support and conversation can make a big difference.🗨️
Mental Health Foundation

13/05/2026

Join us this July as we reconnect with Wilson Browne Solicitors for another networking walk at Grafham Water ☀️

Enjoy the scenery, stretch your legs, and make valuable new connections along the way!

Interested in joining us? Email [email protected] to register your place.

11/05/2026

When we prioritise mental health, we create healthier workplaces, homes, and communities. This Mental Health Awareness Week, we’re encouraging small actions that make a real difference. 💜

Keep an eye out to see what our team gets up to this week as we come together to support a cause that matters! 👀



Mental Health Foundation

09/05/2026

Trusted advice. Tailored service. Results that matter. 🤝
Ready to feel confident about your financial future?
Get in touch with us for a complimentary, no obligation chat by contacting us on:
☎️ 01480 869466
📧 [email protected]
🌐 https://f.mtr.cool/wnsyjqblvt

29/04/2026

Please join us in congratulating our Mortgage Adviser, Martin, on celebrating 14 years at Beacon 😁

We truly appreciate your exceptional dedication and service — the positive impact you’ve made on our clients is invaluable.

Congratulations, Martin!

24/04/2026

A big congratulations to our Senior Investment Manager Nick on completing his 8-year anniversary at Beacon 😁

We would like to thank him for his dedication and insight which have made a lasting impact on both the team and our clients.

Congratulations Nick! 🎉

23/04/2026

The New Tax Year is well underway! 📆

Now is a great opportunity to get those New (Tax) Year resolutions in place to make the very most out of your financial situation. ✅

Haven't quite ticked off all three just yet? Contact our expert team today to arrange your complimentary meeting.

☎️ 01480 869466
📧 [email protected]
🌐 www.beaconwm.co.uk

22/04/2026

Congratulations to our lovely Investment Manager Rachel on her 14-year anniversary at Beacon! 💐

We would like to take this opportunity to thank her for her dedication and the important role she plays in our team.

please join us in congratulating Rachel. 😊