Beacon Wealth Management Ltd

01/09/2026

You're invited! 🍰☕

We will be hosting another Macmillan Coffee Morning this September to help raise funds for Macmillan Cancer Support 💚

🗓 Date: Friday 25th September 2026
🕛 Time: 12:00pm - 1:00pm
📍 Location: Beacon Wealth Management Office

We are opening our doors to our local community and would love for you to come along to enjoy some delicious treats, and raise money for a really important cause!

Will you be there? Like or a comment on this post to let us know 😊

30/08/2026

Is life complicated? Financial planning doesn’t have to be.

In our latest article we cover:

✅ Why expertise matters.

✅ Bringing clarity to complex financial decisions.

✅ How long-term planning can give you greater confidence.

Click the link for the 2 minute read here 👇

The late author Douglas Adams suggested that the answer to 'life, the universe and everything' was simply 42. Knowing the answer, however, does not necessarily make life any easier. The real challenge has always been knowing which choices to make along the way. Financial planning is alike.

28/08/2026

£1,026 raised! 🩵

What better way to help Pippa on the final stretch to her £1,000 fundraising target for Sue Ryder than with a chocolate raffle? 🍫

Congratulations to our lucky raffle winners, and an even bigger congratulations to Pippa for exceeding her fundraising target ahead of the deadline.

Pippa has worked incredibly hard on her fundraising throughout the year, and we're so proud to see her efforts pay off for such a wonderful cause.

27/08/2026

As the summer holidays draw to a close, many families are preparing for the new school year. 📚

Back-to-school costs such as uniforms, transport and school supplies are just one example of the seasonal expenses that can crop up each year.

Planning ahead for predictable costs can help spread the financial impact, leaving you better prepared when the time comes.

26/08/2026

The August Bank Holiday is just around the corner! 🏖️ What have you got planned for the long weekend?

Please note that our office will be closed from 4pm on Friday 28th August and will re-open at 8:30am on Tuesday 1st September 2026.

25/08/2026

There’s no better compliment than a recommendation. 💬

If you’re looking for trusted financial guidance, Beacon Wealth Management could be the right fit for you too.

To arrange your complimentary first meeting, get in touch with our team:
☎️ 01480 869466
📧 [email protected]
🌐 www.beaconwm.co.uk

19/08/2026

We would like to congratulate our wonderful Ella on her two-year anniversary at Beacon! 💐

Thank you for your commitment, hard work, and positivity that you bring to the team. You are truly valued!

Congratulations Ella 🥂

13/08/2026

When did you last review your protection arrangements? 🛡️

Protection is often one of the most overlooked parts of financial planning. If your lifestyle circumstances have changed , it's worth checking that your protection arrangements still reflect your needs.

11/08/2026

Life rarely stands still - and your financial plan shouldn't either.

Major life events can affect your financial priorities, so it's worth taking time to review your plans as your circumstances evolve. Which of these milestones have you experienced recently? 🎯

09/08/2026

⚽ What can football teach us about investing?

The best teams aren't always built on the biggest names and investing can be much the same.

Discover how diversification, research and active management play a role in our latest article.

Read more here | 2 minute read 👇

https://beaconwm.co.uk/insights-and-news/world-cup-finances

Past performance is not a reliable indicator of future performance. Future fees may apply.

Every successful football team has a strong core of dependable players, but it also needs specialists who can make a difference when the situation demands it. The balance of the team is often more important than simply having the biggest names on the pitch. Investing can be much the same.