Small local business has found itself being compared to a large multi-national bank
April 28, 2020
Beacon Wealth Management Ltd, based in Kimbolton, Cambridgeshire, are the only business in the UK to be shortlisted in an award with multi-national HSBC, London city based and national firms, as one of the best ethical investment companies in the UK!
The award is for the BEST ESG ADVISER – in layman’s terms this award recognises financial advice firms that are going above and beyond in its efforts to meet their clients’ ethical/environmental, social and governance investment needs. In short, a great financial company offering ethical investment advice based on their clients needs, wants and desires.
As a company who prides themselves as being forward-thinking, with clients’ interests at the forefront of everything they do, which is backed up via their own qualifications, training and continual process evaluations, the recognition couldn’t have come at a better time.
With the world in the state it currently is, it’s very clear that many people are concerned about what it means for the future, and money worries have become central to that.
Like many companies Beacon Wealth Management have followed the guidelines from the beginning, ensuring those who could work from home did at the earliest opportunity. Inevitably they have had to furlough a few of their team, but are hoping to be back together soon. Despite this Beacon Wealth Management are still fully operational from their relative homes and the team have noticed a significant increase with interest on investment performance, and have been sending out client updates and holding client meetings via telephone and video calls.
Tony Larkins, Managing Director, commented: “We have always said we offer city-level advice but without the price tag and for us to be recognised in this award with our fellow counterparts, is an honor and helps support our message. I have loved chatting with clients over this period, not only because I have known many for years and consider them to be friends, but to also discuss what is happening, based on the current climate and their investment reports. It is lovely hearing that they understand the situation and, in many cases, want to capitalise on future investments, by investing whilst the markets are low.
“Our team being recognised for this prestigious award is fantastic and testament to their hard work. We are proud to have an in-house investment team, with dedicated managers for both ethical and non-ethical funds, which means we are fully in control of all our portfolios. I am very proud of how my team are performing together whilst distanced, and can’t wait until we can all get back together.”