• initial Meeting is free

    initial Meeting is free

    It’s a chance to get to know us, to see how we work, to get a sense of whether you
    feel comfortable with us and for us to explain our services and how we charge
    for the provision of initial advice and for ongoing services

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  • Authorised Probate practitioners

    Authorised Probate practitioners

    Each of our advisers is not only a qualified Independent Financial Adviser, but also a practicing Tax accountant and authorised Probate practitioner

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  • Get in touch today

    Get in touch today

    We are also available for appointments in our Central London office by prior appointment. Hamilton House, 1 Temple Avenue Victoria Embankment London EC4Y OHA

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Welcome

Beacon Private Trust
Independent Financial Advisors

We understand how all the pieces fit together and can provide a sound overall strategy for paying less tax, increasing your wealth, and directing your wealth according to your wishes.

Each of our advisers is not only a qualified Independent Financial Adviser, but also a practicing Tax accountant and authorised Probate practitioner. This means the adviser you see will have current professional development and practice experience in personal tax and Inheritance tax.

We provide advisory only services – for which we charge an hourly rate. We also provide on-going management services – for which we charge either a pre-agreed fee or a percentage of assets under management.

We offer a holistic financial service and will provide as many – or as few - pieces as you wish to suit your personal circumstances. We are also equipped to work alongside clients’ current legal and tax advisers.

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Our Services

Financial Planning

Financial Planning

At Beacon Private Trust Independent Financial Advisers, we are able to assist in a number of ways including will writing.

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Beacon IFA

Beacon IFA

Each of our advisers is not only a qualified Independent Financial Adviser, but also a practicing Tax accountant and authorised Probate practitioner

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Pensions

Pensions

At Beacon IFA, we can assist you to ensure your pension will be sufficient to provide for your retirement.

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Avoid common mistakes

By using a financial planner you can avoid making common mistakes that
can damage your investments

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Get started today

A member of our dedicated team is ready
to help you with your enquiry

Contact Us

Beacon Private Trust Independent Financial Advisers