Established in 2003, Beacon IFA has grown steadily to become a leading independent financial services provider with offices across South and Mid Wales. Our success has been a result of tailoring our services to the unique needs of our clients; we help them to meet their financial objectives through honest professional advice, explained in plain English.
Our team includes diploma qualified Independent Financial Advisers that are able to offer a comprehensive financial planning service for private and corporate clients. We also have experienced mortgage specialists who can advise on all aspects of home and corporate finance. In addition to the client facing staff Beacon has an equal number of qualified support staff to ensure that we provide a quality service to meet your needs.
We always offer a free initial meeting with no obligation on either side to continue.
After this preliminary discussion, we will talk you through the four alternative methods by which you can pay for our continued services. They are:
The first step is for us to discuss with you your personal circumstances, your current financial situation, and your financial goals and aspirations.
If you are looking for investment planning, we will also discuss with you your attitude towards investment risk and provide an analysis of your current portfolio.
We will then present our recommendations and actions required for you to achieve your objectives, and ask your approval for the plan.
If approved, our advisers will begin to put the plan in motion, letting you know of the progress along the way
If required, review dates will be agreed to enable you to see the progress towards your financial goals and for us to make any adjustments
With over 20 years’ experience in financial services industry, Tom combines the day-to-day running of the firm with providing financial advice to clients across Wales and the South-East.
After leaving the banking sector, Charlotte now manages Beacon’s Monmouthshire Building Society agency in Brecon, as well as fulfilling her role as the second partner of the firm.
With a background in economics and business, Sophie has worked with Beacon since 2019 and has recently gained Chartered status.
Ben is a Chartered Financial Planner and predominantly advises clients with complex financial planning and pension requirements.
Julie has been at Beacon from its humble beginnings in 2003 and is responsible for ensuring that the business runs smoothly.
Richard is one of the newest members of the adviser team. He has over 15 years of experience in the banking and finance services industry.
Julian has over 30 years experience in the Banking and Financial Services Industry and has been a qualified Financial Adviser since 1998. He deals with a wide range of clients and their needs but concentrates more on Investment and Pension clients.
Chris has more than 35 years experience in the Financial Services Industry. He operates from his own office in Whitchurch, Cardiff which is also a Monmouthshire Building Society Agency.
Paul has worked in the financial services sector since 1990. He enjoys building long and lasting business relationships with clients and emphasises the benefit of regular client reviews.
Alex joined Beacon in 2023 as an IFA providing Retirement, Investment, Protection and Mortgage advice to clients
Suzanne has been at Beacon from the start. She now services her own clients as an independent mortgage and protection adviser and also offers an administrative probate service.
After working for Barclays for 28 years, Julia joined Beacon in 2003. She specialises in mortgages and protection and commits her time to looking after her existing and new clients.
Lauren has been working in the finance industry since 2001 and is now a qualified mortgage adviser for Beacon.
With 8 years’ experience in mortgage and protection advice, Ben enjoys giving friendly, knowledgeable and a personal service to help his clients make their dream moves.
Luc has worked in the finance industry since 2010, starting off with Barclays Bank and has recently passed his Level 4 exams
Gemma joined Beacon in 2006 after working as an assistant manager at Alliance and Leicester. She is a paraplanner to Tom Russell and oversees the client portfolio review function.
Before joining Beacon in 2007, Deb worked in the finance department of the Environment Agency for 9 years. She now works as a PA for Suzanne Bowen and Tom Russell.