Katie Kitson (Beacon Wealth Management Ltd)
Beacon Wealth Management Ltd & Beacon Financial Ltd
Managing your finances can prove to be time consuming and complex with many choices on offer, but don't worry.
You may already have your finances in place, but feel they are not meeting your expectations. Maybe you are seeking expert advice from professionals who will create a bespoke portfolio for you? Beacon research the whole of the market and make your financial security and ambitions a priority. (Corporate and/or Personal)
Beacon are also proud to be able to offer you the opportunity to have an investment portfolio tailored to suit your individual needs. Whether you are looking for your investments to grow, create income, or a combination of both, they can create and manage your very own unique portfolio, managed on a monthly basis in-house to make sure your money is working hard for you.
Beacon are aware of how important it is for you to know what is happening with your money/investments at all times and for this reason clients can receive quarterly investment reviews as well as an option to log into their own account online which will show their latest reports.
Providing advice from the whole of market, a few areas Beacon specialise include:
Having studied BA(Hons) Advertising and Marketing Communications, at The University of Huddersfield for four years (one year was on a placement) I entered into the world of work, at Beacon Financial Limited.
Within six months of being at the company, I then left to travel the world, with my now husband (Beacon were aware of my plans before I was hired).
Travelling took six months in total, visiting; Thailand, Laos, Vietnam, Cambodia, Australia, New Zealand, Fiji and America (L.A).
After landing back in the UK I was lucky to return to Beacon, running all advertising, marketing and PR. I now mainly work for Beacon Wealth Management Ltd (Beacon Financial's sister) and I also hold Chartered Marketer Status.
Where do I see myself in the future?... Well for those who have seen my 4sights or the film, I have my Bucket List and happily ticking areas off as I go.