What makes us different?
Bilingual
We speak your language in more ways than one because we’re expats ourselves
Personable
We’re an approachable, friendly team who are at the end of the phone if you need some advice
Trustworthy
We’re well qualified, experienced and regulated meaning you can trust our advice
Caring
We care about you and your future and want your expat life to be a success
Meet the Team
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
Jennie Poate
Independent Financial Advisor
Jennie has been providing specialist advice to ex-pats for over 10 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
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
Matthew Beard
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.
matthew.beard@bgwealthmanagement.net
0044 333 241 6966
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.
info@bgwealthmanagement.net
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.
info@bgwealthmanagement.net
Hazel Matthews
Administrator
Hazel recently joined our admin team. She comes with many years experience of senior administration positions working with and supporting people in service industries at all levels. Now living in the French Alps she is providing additional administration support to our team, speaks two languages and can even fly an aeroplane!
hazel.matthews@bgwealthmanagement.net
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.”
On deciding to move permanently to France and retire at effectively the same time, my wife and I knew that organising our finances effectively was going to be extremely important to securing our future.
We were fortunate to be introduced to Jennie Poate at Beacon GWM. We found Jennie to be very personable and her expertise in investment planning for those in our situation allied to her calm, measured advice has made our decision to work with her very easy. We rest assured that our lifetime savings are in very safe hands leaving us to focus on enjoying our well earned rest
Our Story
After nearly a decade providing international financial advice, Beacon Global Wealth Management was founded in 2012 by our Principal David Vacani. Our mission: to provide specialist, high quality but affordable financial advice for those living overseas. We know that life can be complicated when you’re living abroad. We want to make it that little bit easier.
Maintaining The Highest Standards
We are members of FEIFA (the Federation of European Independent Financial Advisers).
A trade association that provides the highest levels of training and support to its advisers to make sure that you get the professional and up to date financial advice that you need.
Find out more here…FEIFA
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.