Beacon Wealth Management Ltd - Huntingdon

Overview of Beacon Wealth Management Ltd

Located at The Old Chapel, 39 Thrapston Rd, Kimbolton, Huntingdon PE28 0HW, United Kingdom, Beacon Wealth Management Ltd stands out as a reputable financial services provider with a strong focus on personalized financial planning. Their contact details include a phone number 1480869466 for direct communication and an accessible website beaconwm.co.uk where prospective clients can gather more information. This firm is particularly noted for its specialized services in financial planning, making it a valuable resource for individuals seeking expert guidance in managing their finances.

Key Features and Accessibility

• Specialties: Beacon Wealth Management specializes in providing financial planning services, ensuring clients receive tailored advice to meet their unique financial goals.
• Their office is wheelchair accessible, catering to clients with mobility needs, and features an accessible entrance, parking lot, and restroom.
• They offer both online appointments and onsite services, providing flexibility to clients who prefer the convenience of virtual meetings or prefer face-to-face consultations.
• The company emphasizes inclusivity, being LGBTQ+ friendly, creating a welcoming environment for all clients.
• While appointments are required, their commitment to providing timely follow-ups, as highlighted in client reviews, ensures a smooth and responsive service experience.

Client Reviews and Ratings

Beacon Wealth Management Ltd has garnered a commendable average opinion of 4.8/5 based on six reviews on Google My Business. Notably, many clients have praised the company for its responsiveness and the quality of advice provided, even noting instances where additional assistance was arranged promptly. However, it's important to note that one client had to leave a one-star review due to not receiving a response to their query, highlighting the importance of clear communication.

Recommendations for Prospective Clients

For anyone considering reaching out to Beacon Wealth Management Ltd, here are some key points to keep in mind:

• Ensure you have a clear idea of your financial goals to make the most out of their specialized financial planning services.
• Given their accessible location and facilities, they are ideal for those with mobility concerns or those preferring the comfort of an in-person meeting.
• For those who prefer the convenience of modern communication, their online appointment booking option is a significant plus.
• The company's LGBTQ+ friendly policy makes it a welcoming choice for everyone seeking financial advice.
• Remember, an appointment is required, so it's advisable to contact them in advance to secure your time with an advisor.

To take the next step towards financial clarity and peace of mind, we highly recommend visiting their website beaconwm.co.uk to schedule an appointment or learn more about their services. Their commitment to providing high-quality, accessible financial advice makes them a valuable partner for anyone looking to secure their financial future.

👍 Reviews of Beacon Wealth Management Ltd

Amanda D.

4/5

UPDATE 2022: I have been back in touch with Beacon about my outstanding query on pensions. I was put in touch with the relevant advisor to help me, the information he gave helped alot. He further arranged for someone else to contact me which happened in a very timely manner. Although my query not yet resolved I am happy with the service received so far and more than happy to acknowledge this by updating my initial review.

No response to my query so on that I give a one star as I cannot comment on how they do business.

Brian D.

5/5

Undoubtedly the very best Financial Advisor that you will ever find.
If you want your investments safe definitely the people to talk to.

Jack H.

5/5

Happy long term customer.

Hong J.

5/5

Dennis C.

5/5

Matthew

5/5