Whether you’re a seasoned expat or a digital nomad in Spain with assets in the UK or U.S., Beacon Global Wealth Management can guide you through various stages of life planning.
Our team of experienced financial advisors understands the challenges of living and working abroad, from navigating different tax systems to managing cross-border assets. We’re here to help you make informed decisions to set you up for long-term financial success.
Whether you’re a seasoned expat or a digital nomad, Beacon Global Wealth Management can guide you through various stages of life planning.
Our team of experienced financial advisors understands the challenges of living and working abroad, from navigating different tax systems to managing cross-border assets. We’re here to help you make informed decisions to set you up for long-term financial success.
Remember, planning your financial future is a journey, not a destination. It’s important to review and adjust your plan as your life circumstances change and new opportunities arise. With dedication, patience, and a little bit of help, you can build a bright financial future for yourself and your loved ones.
Remember, planning your financial future is a journey, not a destination. It’s important to review and adjust your plan as your life circumstances change and new opportunities arise. With dedication, patience, and a little bit of help, you can build a bright financial future for yourself and your loved ones.
Are you an expat looking for holistic financial advice for your cross-border lifestyle? We provide expert guidance on a range of financial topics, including investing, inheritance planning, and retirement planning, specifically tailored to the unique needs of expats.
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.
“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.”
Before you engage us, we’ll get to know you to make sure we’re a good fit. Then we’ll send you an interim letter setting out your situation and what you want or need to achieve.
Once you’re happy that we’re right for you, we’ll provide our recommendations and implement them for you. But there’s never any pressure from us to proceed – that’s just not our style.
We’ll keep an eye on your investments and finances for you to make sure you stay on track, and we’ll provide you with regular statements and an annual review.
Before you engage us, we’ll get to know you to make sure we’re a good fit. Then we’ll send you an interim letter setting out your situation and what you want or need to achieve.
Once you’re happy that we’re right for you, we’ll provide our recommendations and implement them for you. But there’s never any pressure from us to proceed – that’s just not our style.
We’ll keep an eye on your investments and finances for you to make sure you stay on track, and we’ll provide you with regular statements and an annual review.
We know that choosing the right financial advisor is important and we believe that to be a successful partnership, we need to be a good fit. If you have any questions that aren’t covered below, or just want to talk to us to get a better idea of what we’re all about, please get in touch.
We’ll always spend time getting to know and understand you before we work together. We don’t believe in providing one size fits all packages (because they don’t) and all our recommendations are made specifically for you and your unique circumstances.
Our financial advisors are based across Europe. But don’t worry, we’ll identify the nearest and best advisor for you and arrange for you to meet or to have a consultation via Skype.
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) which is licensed and regulated by the Gibraltar Financial Services Commission (FSC) – 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 both BFMCL which is licensed and regulated by the Cyprus Securities & Exchange Commission (CySEC) – Licence No. 386/20 and BIAAL which is licensed and regulated by the Insurance Companies Control Service (ICCS) – Licence No. 5101
No, we’re not accountants and so no we can’t. But we do have a network of other specialist professionals who we work with and who we have vetted, so we can recommend an accountant if you need one.
That’s fine, not everyone is a perfect match. We never put people under pressure or time constraints as we want our clients to be happy to work with us and to trust us.
Our fees are transparent and will always be explained to you before we work together. We have several ways we receive payments for our services: 1. Fee based: an hourly rate charged for bespoke work. 2. A fee based as a percentage of the amount invested. This is either taken directly from your investment or you can pay us directly. We will always indicate how much this will be in our full report provided to you. 3. A fee paid to us directly from the company we have recommended. Rest assured we will recommend exactly the right product and company for you, and how much we get paid is not a priority for us, YOU ARE. We always disclose how much we receive and it is directly related to the amount of work involved.
Most expats want to know their financial future is secure. For the past 20 years we’ve been using our Expat Wealth Plan™ to make your money work for you, so you can enjoy your future whatever it holds.
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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
