We provide you with tailored financial advice for your new life

We find out what you have, where you want to be and come up with a solution

Who we are

With over fifteen years of experience providing financial advice to expats in France, Portugal and Spain, Beacon Global Wealth can help you plan your financial future. We can help you negotiate the financial rules and regulations that govern your adopted country and we have bilingual staff to help you understand the paperwork. We are authorised and regulated to provide advice to expats by the Financial Services Commission in Gibraltar, so you can be assured of the advice you receive. With offices and advisors across France for your convenience, we are always available in person to meet with you to discuss your needs.

How we can help?

We have experts on call who can help you with:

Taxation: Tax regulations vary across the EU. We can help you set up your tax position correctly and ensure that you minimize the taxes you must pay.

Investments: We will carry out a detailed review of your existing investments to ensure that they comply with the UK French tax system, and if not, we’ll recommend ones that match the level of investment risk suitable to you.

Pensions: After a detailed review of your pension arrangements, we will advise you on ways to ensure that your retirement needs can be met, and your financial future made secure.

Estate planning: Each country has different regulations regarding who can inherit what. Detailed planning is essential to ensure that your dependants are looked after according to your wishes.

Our reviews are conducted without charge and obligation free.

Meet the Team

David Vacani

David Vacani

Principal

David has worked in the Financial Services sector since 1987 running large investment portfolios & looking after high net worth clients.

david@bgwealthmanagement.net

Tel: 0044 333 241 6966

Jennie Poate

Jennie Poate

Independent Financial Advisor

Jennie has been providing specialist advice to ex-pats for over 9 years. She is currently also undertaking her UK chartered diploma & lives in France.

jennie@bgwealthmanagement.net

+33 634 119 518

+44 333 241 6966

skype: JenniePoate

Paul Flintham

Paul Flintham

Independent Financial Advisor

Paul has been advising people who live overseas since 1997 & has a huge range of experience. An expat himself, he has a thorough understanding of the challenges of living abroad

paul@bgwealthmanagement.net

+33 624 962 751

+33 546 065 190

Skype: pflintham

Jane Inkster

Jane Inkster

Administrator

Jane is the hub of all things administration for Beacon and has been with the company almost since inception. Based in our UK office in Guildford she heads up a team of office based staff whose responsibility is to make sure clients’ policies are kept running smoothly and assisting all of the consultants. With an IT background she has vast experience in European financial services.

enquiries@bgwealthmanagement.net

Tel: 0044 333 241 6966

Edyta Slys

Edyta Slys

Administrator

Edyta, who is bilingual has joined our UK admin team recently.

She has worked in financial services prior to joining Beacon and acts in a supporting role to the consultants, and being the link between clients and administration ensuring policies are run smoothly.

enquiries@bgwealthmanagement.net

Tel: 0044 333 241 6966

How we work

We’ll schedule an initial consultation call with you, this can be either on the phone, by Skype or in person.
We’ll get to know you – and you’ll get to know us. We’ll discuss your current financial situation and your future wishes and plans.
We’ll then detail all our discussions in an initial letter to you to ensure we have a thorough understanding of your situation. When you are happy that we have understood you correctly, we can conduct our review.

We’ll present you with a comprehensive report detailing your tax situation and documenting your existing assets.
We’ll make recommendations about savings you might make under the French tax system as well as improvements to your existing financial products if that’s available and appropriate. We’re very happy to answer any questions you might have, and we will never pressure you into deciding.

We’ll work with you in the long term and make sure your interests are looked after now and in your future life in France.

To schedule your free initial consultation, just complete the contact form below and we’ll get straight back to you.

Contact Us

The financial advisers trading under Beacon Wealth Management are members of Nexus Global (IFA Network). Nexus Global is a division within Blacktower Financial Management (International) Limited (BFMI). All approved individual members of Nexus Global are Appointed Representatives of BFMI. BFMI is licensed and regulated by the Gibraltar Financial Services Commission and bound by their rules under licence number FSC00805B.