Start Free Trial
Pricing
Log In
Log In
Upgrade browser for full Crunchbase experience. You're accessing Crunchbase in a browser that is no longer supported.
Learn More
Beacon Wealth Management Logo
Beacon Wealth Management CB Rank
1964716
Heat Score
44
Beacon Wealth Management is a financial advisory firm that provides investment, retirement planning, and estate planning services.
Founded
obfuscation
Private Kimbolton, Cambridgeshire, United Kingdom11-50 beaconwm.co.uk
Consulting
Financial Services
Wealth Management
Overview

Beacon Wealth Management
Heat Score
44

Growth Score
pts
in past quarter
Heat Score 44
-8 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
See more interactive data and historical milestones on desktop for the best experience

About Beacon Wealth Management

CB Rank
1964716
Beacon Wealth Management is a financial advisory firm that provides investment, retirement planning, and estate planning services.
Founded
obfuscation
Private Kimbolton, Cambridgeshire, United Kingdom11-50 beaconwm.co.uk
Consulting
Financial Services
Wealth Management

Details

Legal Name Beacon Wealth Management Ltd
Operating Status Active
Company Type For Profit
Phone Number 44 1480 869466
Contact Email info@beaconwealth.co.uk
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning
Service to identify personal financial goals and develop strategies to manage finances to achieve those goals.
Retirement Planning
Service to create personalized strategies for managing pensions and savings to support income during retirement.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Contacts 14
News

News and Press

News•Jul 31, 2025
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

77
1.32%
 in past month

IT Spend

$99.5KThis year, Beacon Wealth Management is projected to spend $99.5K on IT, according to Aberdeen.

Active Website Tech Count

32Beacon Wealth Management is actively using 32 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, SSL by Default, and  Viewport Meta.
Sub-Organizations
Frequently Asked Questions

Where is Beacon Wealth Management's headquarters? Beacon Wealth Management is located in Kimbolton, Cambridgeshire, United Kingdom.Who are Beacon Wealth Management's competitors? Alternatives and possible competitors to Beacon Wealth Management may include Downton and Ali Associates, Financial Planning, and  AMR Financial Management.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
Terms of Service | Privacy Policy | Sitemap | © 2026 Crunchbase Inc. All Rights Reserved.
(411cf44 1)
|