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Beacon Wealth adds trio

Beacon Wealth adds trio

A Cambridgeshire-based adviser firm has continued its expansion with the recruitment of three support team members in a bid to drive client and adviser services.

Beacon Wealth Management has recently taken on Sarah Bundy as an administrator, Holly Roberts as marketing assistant and Linda Pang as investment assistant, with more hires in the pipeline.

Tony Larkins, Beacon Wealth’s managing director, said: “They all bring a fresh impetus of friendly enthusiasm, with a dedication to finish the job before going home. They are great additions to the team.”

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Beacon Wealth Management has CFP status and describes itself as an integrated independent wealth management firm.

However, Mr Larkins said the firm was not expanding unnecessarily. “We put service at the front of everything that we do, and will always make sure we never lose sight of that,” he added.

Background

In May Beacon Wealth acquired law firm Jeffrey Mills Solicitors, which Mr Larkins said would provide a more rounded service for clients.

Mr Larkins was made a PFS chartered champion in February, with a remit to promote industry status in the Peterborough and Milton Keynes areas.