Beacon Top 100 for 10 Years Running

November 17, 2022

Beacon Wealth Management Ltd has been recognised as a Citywire New Model Adviser Top 100 for the tenth year in a row!

The Top 100 title celebrates the best of the professional financial planning industry. The shortlisted firms have scored highest on the Citywire metrics, successfully met client expectations, and established themselves as a positive influence within their communities.

Beacon have been shortlisted for ten consecutive years, which is an extraordinary achievement. With each passing year, they have consistently proven they are one of the best in their industry.

This year, Beacon’s nomination was assured by their ESG, ‘Greener Us’ campaign, and their ‘Good to Great’ team.

ESG is at the heart of everything Beacon Wealth Management does. They have recently celebrated 10 years of their five risk-rated Ethical portfolios.

Their ‘Greener Us’ ensured the review of big and small changes to reduce their carbon footprint. Some implemented actions were planting a wildflower meadow for the local community, building bug hotels in the office garden, and installing smart meters.

Their ‘Good to Great’ team is a task force that explores the client and staff experience and discovers opportunities for improvement.

Managing Director, Tony Larkins, commented: “To be recognised as a top 100 firm for 10 years in a row truly reflects the continual hard work of our advisers and supporting staff. I am extremely proud of all of my team and the company we have built to service our clients to the highest possible standard.”