Meet the Team
PrincipalDavid has worked in the Financial Services sector since 1987 running large investment portfolios & looking after high net worth clients.
Independent Financial AdvisorJennie has been providing specialist advice to ex-pats for over 9 years. She is currently also undertaking her UK chartered diploma & lives in France.
+33 634 119 518
+44 333 241 6966
Independent Financial AdvisorPaul 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
+33 624 962 751
+33 546 065 190
Independent Financial Advisor
Based in the UK, Matthew has a strong background in the financial services industry
He comes to Beacon with a wealth of experience for both personal and corporate clients and is currently working towards his diploma in financial planning.
0044 333 241 6966
AdministratorJane 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.
AdministratorEdyta, 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.
What we do
We take the anxiety out of your finances and help you enjoy life overseas. We take time to understand what you want or need. Then we provide you with specialist financial advice about your pensions, tax planning, investments and inheritance planning.
We’ll make sure you fully understand your new financial position and make the right choices.
Meaning you can look forward to the future you’ve dreamt of, with confidence.
What people say about us
“My wife and I recently moved to France. We knew we needed to look carefully at our finances as our tax residency had changed … To be able to talk to someone who understands both French and UK investment requirements has made it possible for us to be completely confident that our savings and investments will be looked after properly.”
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.