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.
Established in 2003, Beacon IFA has grown steadily to become a leading independent financial services provider with offices across South and Mid Wales and in Central London. 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.