Beacon

A leading Independent Financial Adviser with offices across South and Mid Wales and in Central London

FREE INITIAL MEETING

Appointing a financial adviser is an important decision, so we always offer a free initial meeting with absolutely no obligation to continue.

expert advice

Our team includes both diploma qualified advisers and mortgage specialists, each aiming to provide the best possible advice tailored to your needs.

on-going service

Over time your needs and aspirations change, so we ensure that we keep in contact regularly and manage your financial affairs as and when required.

A little bit

About Beacon

Established in 2003, Beacon IFA has grown steadily to now encompass 23 staff across 4 offices.

Our success has been a result of tailoring our services to the unique needs and aspirations of each of our clients, and helping them achieve their financial objectives through honest and impartial advice, explained in plain English.

Whether you are an individual or a corporation, we will dedicate time to understanding your individual needs, and will adapt our process to best meet your requirements, including whether you want to talk in person or over the phone, and how you want to pay, ie via an upfront fee, hourly rate or commission.

SOME OF OUR

Services

Financial Planning

Working with you to create a plan to best achieve your financial ambitions, whether that’s through tax efficiencies, preparing for your retirement or protecting against unforeseen circumstances

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Pensions

If you want to maintain the lifestyle to which you’ve become accustomed when you retire, we can advise on appropriate pension plans in order to achieve it

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Insurance

Whether personal or business insurance, we can discuss a range of options to best meet your needs, from critical illness and life assurance to share protection and professional indemnity

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Savings & Investments

If you have money to invest, you want it to work as hard as possible for you. We will advise you on the best options to meet your needs from ISAs to VCTs and offshore collectives

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Mortgages

Whether you’re buying your first home, re-mortgaging, or buying a property to let. We will find the best mortgage to suit your needs.

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Tax Planning

We can help you plan your taxes in advance, and come up with effective and lawful strategies that will minimise the amount you have to pay

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Interested in our services?

The first step is to contact us. Call or email, or complete the short enquiry form below and we will get back to you to arrange a no obligation preliminary discussion.

Head Office

  • Beacon House
            Red Lion Square
            Tredegar
            NP22 3PW
  • [email protected]
  • 01495 713900

WHAT OUR CLIENTS ARE SAYING ABOUT US

  • “My husband and I have been using Beacon since their formation and have been very satisfied with the prompt and valuable advice that we have been given in relation to our investment strategy and the depth of knowledge of available and suitable products.

    There were some complex Inheritance tax issues that have now been resolved with the use of trusts. The advice has been invaluable and has given us peace of mind as we approach retirement. Our investments are reviewed regularly and have fared well especially given the current market conditions.”

    Mrs Deborah Ingfield
    Brecon, Mid Wales
  • “Beacon has provided me with financial advice for all personal and business matters for the last 8 years, the service has been second to none. During this time the team at Beacon IFA have played an integral part in helping me achieve my business goals with sensible investment strategies and tax-planning. The team were also successful in making a large compensation claim on my behalf against a high-street bank when I had been mistreated previously. I really feel they put their customer’s interests first.

    I have recommended Beacon to many of my friends and colleagues and will continue to do so. I look forward to working with Beacon for many years to come.”

    Mr Andrew Parson
    London, South East
  • “I have been using Tom at Beacon as my financial adviser for the last five years. He has been able to deal with all of my financial needs with a high degree of professionalism and confidence. I have referred many of my friends and family to Tom and would have no problem recommending to anybody else.”

    Mrs Margaret Harris
    Monmouth, East Wales