Beacons Wealth -

Phone: 7701336723.
Website: beaconswealth.co.uk.
Specialties: Financial planner, Service establishment.

Opinions: This company has 19 reviews on Google My Business.
Average opinion: 5/5.

Location of Beacons Wealth

Beacons Wealth is a financial planning and service establishment that can help individuals and businesses manage their finances effectively. They are located at The Old Granary, West Street, Maldon, CM9 6EP and can be reached by phone at 7701336723. Their website, beaconswealth.co.uk, provides additional information about their services and team.

One of the key features of Beacons Wealth is their personalized approach to financial planning. They take the time to understand each client's unique financial goals and circumstances, and then develop a customized plan to help them achieve those goals. This may include investment management, retirement planning, tax planning, and estate planning.

Beacons Wealth also prides itself on its commitment to transparency and communication. They believe that clients should always be informed about their financial situation and the strategies being used to manage it. This helps to build trust and confidence, and ensures that clients are able to make informed decisions about their finances.

Another important aspect of Beacons Wealth is their experience and expertise. The team includes qualified financial planners and advisers who have a wealth of knowledge and experience in the financial industry. This allows them to provide comprehensive and effective financial solutions to their clients.

In terms of location, Beacons Wealth is based in Maldon, Essex. This provides easy access for clients in the local area, as well as those in nearby towns and cities. However, they also work with clients from further afield, and are able to provide remote consultations and advice.

When it comes to reviews and reputation, Beacons Wealth has a strong track record. They have received 19 reviews on Google My Business, with an average rating of 5/5. This is a testament to the high-quality service and advice that they provide.

Reviews of Beacons Wealth

David

5/5

Tom's guidance has been crucial in helping me make informed financial decisions. Tom keeps regular communication and makes sure I'm comfortable with the strategies in place, educating me each time we talk. I highly recommend Tom and Beacons Wealth to anyone looking for financial planning and wealth management.

Kate Morgan

5/5

I would highly recommend Tom.

I have been working with Tom for over a year.
Tom took the time to understand my situation and has made appropriate recommendations that really take my goals into account.

He is well organised, explains things clearly, and is a pleasure to talk to on our regular catch ups.
He has given me great advice. Tom has in depth knowledge of the markets and different investment strategies.

I have full confidence in Tom and look forward to continuing to work with him!

David

5/5

The service from Beacons Wealth has been exceptional. Tom has provided expert help and guidance, helping me make informed financial decisions and I couldn't recommend him enough.

Richard Horth

5/5

Tom is simply superb, have been working with him for nearly two years now and his advice has been excellent. Looking forward to a long successful working partnership.

C F

5/5

Tom has a fantastic understanding of the markets and takes his time to really understand his clients, enhancing his unbiased approach when making investments.

Tom is knowledgable, personable and generally, a down to earth guy who won’t rest until you’re happy.

George Berry

5/5

Tom has been my financial advisor for a year and has proven consistently considerate and reliably conscientious. He clearly is driven by principle and genuinely wants to help clients. He explains financial information in an easily understandable way and listens to concerns attentively in order to offer the most relevant advice. I highly recommend his services.

Jack Middleton

5/5

I first met with Tom around 18 months ago for financial advice with a focus on long term wealth creation, pension and ISA advice. He stood out for his clear explanations of complex topics and his patience. His guidance has been crucial in helping me make informed decisions for a secure financial future. Always available and communicative, I would highly recommend Tom for anyone looking to plan for a more sustainable financial future

Darren Wilson

5/5

Tom has been helping me for a couple of years now. I was struggling to know how best to what to do with my finances having not really sorted things out for many years. I now have a solid portfolio sorted which, given the current ongoing crises, is performing well.

Tom is always on hand to answer any questions, is an excellent communicator and genuinely seems interested in what I have going on in my life, as opposed to just being focused on the numbers.

He has also set me up with a great mortgage broker and put me in touch with other services that could be of use, which has been very helpful.

I would definitely recommend Tom to others in need of financial advice and wish him well in his future ventures.