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Beacon IFA Ltd
       
 
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Beacon IFA Ltd
 
 
Overview: 

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.

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.

Beacon IFA is committed to investing in new technology to keep ahead of upcoming industry changes, we feel this will help us to continue as a customer led firm.

Beacon IFA is directly authorised and regulated by the Financial Conduct Authority.


The services we provide include:
Onshore and Offshore Investments
Retirement Planning
Succession Planning (IHT)
Commercial Loans
Residential Mortgages
Tax Planning
Family Protection Policies
History:  Established in 2003


 
 
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