Savings and Investments
You want your money to work hard for you, the world of investments can be confusing with everyone seeming to sell the same, but very different, product. Beacon Wealth Management Ltd focuses on the creation, managing and preserving of wealth through investments and savings.
Beacon Wealth Management Ltd starts with an in-depth analysis of your current financial situation in comparison with your financial goals and attitude to risk. They then consider the most appropriate investment opportunities to maximise the value of your current portfolio.
You will be provided with all the information you need, including monthly updates, quarterly investment summary reports from our in-house investment co-ordinator, and access to your own financial report online, accessed via your own unique user ID.
Beacon Wealth Management has their own in-house investment team and investments have exceeded expectations with growth rates ranked top year to date and averaging 10% per annum, with our lowest risk related portfolio achieving over 6% in the last 12 months when the FSTE achieved 0%.
Contact your specialist for advice.
Beacon Wealth Management Ltd
Tel: 01480 869466
Financial services are offered under Beacon Wealth Management Ltd, a separately regulated company.