ESG is at the heart of everything Beacon Wealth Management does. In the past year, ESG made up 80% of the firm’s recommended funds and 56% of its assets under advice. Beacon has recently celebrated 10 years of its five risk-rated Ethical portfolios.

Beacon’s new campaign Greener Us has seen it review what it does as a company and make changes – big and small – to reduce its carbon footprint. This past year it planted a wildflower meadow for the local community, built bug hotels in the office garden and installed smart metres.  

Beacon has a task force called the ‘good to great’ team, whose role is to continually explore the client and staff experience to find opportunities for improvement. Managing director Tony Larkins invests heavily in the team and in staff training as he believes employees are the company’s most important asset.

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