University graduate employed
|Author: Beacon Financial Ltd||Published: 6th July 2012 12:06|
Not long after Beacon Wealth Management Ltd in Kimbolton, took over a well-respected Mortgage company and merged them in-house, they have appointed a new investment administrator to their investment team.
Beacon Wealth Management Ltd (BWM) have employed Rachel Ashdown, 23, as their investment administrator, who started a short while ago, thus enlarging the investment team.
Alex Bland, BWM's Investment Co-ordinator has been responsible for the increasing popularity of their in-house investment portfolios which have seen them being compared as some of the best in the UK.
BWM have ten risk rated investment portfolios available to their clients (5 of which are of an Ethical nature). When comparing these portfolios*, portfolio 1 is deliberately very low risk and rated 25th whilst, portfolio 4 is 5th, portfolio 3 is 3rd, portfolio 5 is 2nd and portfolio 2 is ranked 1st/top in the UK.
Due to the increase in value BWM clients have seen to their investments, the regular reporting and being able to view their investments online, BWM has seen an increase in referrals from their clients to friends and family.
It is due to this increase in popularity that BWM had no choice but to increase their investment department.
"We knew we would have to employ someone to help Alex with the investments, but when we saw the popularity for the program increase, we had to bring this forward; initially we thought this would not happen until next year.
This year has seen our best ever start, and it would have been silly not to get someone to join us now.
Rachel fitted our criteria brilliantly. Although she doesn't have any experience within the financial industry she studied Mathematics and gained a first at University, thus showing an interest for numbers, and she has been on training programmes since joining us. Rachel will help us improve our offering further to individuals and companies including those sorting out their company pensions ready for when the new laws are enforced upon them to offer all employees a pension." commented Tony Larkins, BWM's Managing Director and Chartered Independent Financial Planner.
* Compared with the IMA (Investment Managed Association) sectors.
To find out more about Beacon Wealth Management Ltd visit their website: www.beconwealthmanagement.o.uk