Beacon Wealth Management, based in Kimbolton, was recognised by FT Adviser, part of the Financial Times Group, for delivering “outstanding value to clients” and their staff loyalty.
They were also commended for advisers holding advanced qualifications and a proven record of helping clients plan confidently for the future.
This accolade comes amid heightened demand for professional financial advice, as people seek clarity and guidance in times of rising living costs and economic uncertainty.
The independent company was founded in 2001 by Tony Larkins, who sought to provide unbiased financial advice.
Mr Larkins said: “From day one, our focus has been on clients and their goals.
“We want people to feel supported, to know we’re here to give clear, independent advice that helps them through both calm and uncertain times.
“This award is a reflection of that commitment.”
He adds that those who turn to Beacon Wealth Management know they have a company who will “stand by them for the long term”.
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Beacon Wealth Management was the first Chartered Financial Planning firm in Cambridgeshire.
The company has been providing financial advice to individuals, families, and business owners across the county for almost 25 years.
Their services include retirement planning, investment advice, and wealth protection.
Since its inception, Beacon Wealth Management has been committed to providing advice that is not driven by products but tailored to the goals of its clients.
As a result, they have been successful in building long-lasting relationships with their clients and creating enduring trust.
“In today’s unpredictable financial world, people want advisers who will stand by them for the long term,” Mr Larkins said.
“Our clients know that we’re not just here to talk about money – we’re here to give them confidence about their future.”
