About Our firm

Beacon Independent Advice was established in 2003 in Abergavenny. We moved into purpose built offices in Tredegar in 2005 and have steadily expanded, with a new office in Brecon and a third planned in Blackwood. Beacon Independent is an appointed representative of Sage Financial Services Ltd, which is a wholly owned subsidiary of Money Portal Ltd, one of the largest IFA’s in the UK.

We now have ten Independent Financial Advisers and Mortgage Specialists along with an equal number of support staff. Our advisers have over a hundred years of financial services experience between them and have a range of specialist qualifications. We provide Financial Advice to clients across South Wales and Herefordshire in our offices or in their home or workplaces.