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.
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.
“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.”
“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.”
“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.”