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
Get Your Free Guide to a Stress Free Retirement in France
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 Harris-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. With his huge range of experience, he fully understands the challenges involved in financial planning when living in, or moving to, a new country
paul@bgwealthmanagement.net
+33 6 24 96 27 51
Chris Marson
Independent Financial Advisor
Chris has worked in the Financial Services sector since 1987 working on cross border planning and looking after high net worth clients and their specific needs.
chris.marson@bgwealthmanagement.net
0044 798 080 0979
Skype - chris.marson2
John Mather
Independent Financial Advisor
John was originally a scientist with IBM Research but changed to giving financial advice in 1973.
He is a member of the International Business Structuring Association. John lives in Funchal Madeira and provides advice for our Portuguese clients
john@bgwealthmanagement.net
+351 934 574 831
Richard Alexander
Independent Financial Advisor
Having first joined the industry as an adviser in 1975, Richard had 9 years working for insurance companies before establishing his own IFA business in the UK in 1984.
He has joined Beacon Global Wealth Management with a view to maintaining and growing those EU client relationships whilst continuing with the business in the UK for all other clients.
richard@bgwealthmanagement.net
Susan Worthington
Independent Financial Advisor
Susan joined Beacon Global Wealth Management from her home in Mallorca, Spain, where she has been giving advice to expatriates in the Balearic Islands since 1987.
Her investment approach is straightforward and sound, always aimed at the best possible outcome for clients’ financial security and peace of mind.
susan@bgwealthmanagement.net
Mob: +34 670 308987
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 has been with Beacon over two years. She comes with many years experience of senior administration positions working with and supporting people in service industries at all levels.
UK based, 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 Global Wealth Management are members of Nexus Global (IFA network). Nexus Global is a division of Blacktower Financial Management (International) Limited (BFMI). All approved members of Nexus Global are appointed Representatives of BFMI. BFMI is licensed and regulated by the Gibraltar Financial Services Commission (FSC) and bound by the rules under licence number 03647
Nexus Global EU is a division of Blacktower Financial Management (Cyprus) Limited (BFMCL) and Blacktower Insurance Agents & Advisors Ltd (BIAAL). Beacon Global Wealth Management is an Appointed Representative of BFMCL which is licensed and regulated by the Cyprus Securities & Exchange Commission (CySEC) - Licence No. 386/20. Beacon Global Wealth Management is an Appointed Representative of BIAAL which is licensed and regulated by the Insurance Companies Control Service (ICCS) - Licence No. 5101