Financial Advice for Super Yacht Crew

Planning for Your Future

Financial Advice for Super Yacht Crew

Planning for Your Future

Stop worrying about money

Reach your retirement goals

Feel confident about your future

Stop worrying about money

Reach your retirement goals

Feel confident about your future

Delivering Tailored Financial Solutions from Trusted Wealth Managers

Beacon Global Wealth Management are members of Nexus Global IFA Network, we have been providing independent financial advice to high net worth clients across Europe for over 15 years and in the UK through our sister company, which is regulated by the FCA. All of our advisers are experienced and well qualified individuals, we pride ourselves on being a highly regulated firm, with client care placed at the centre of our company culture. Understanding the transient lives of yacht crew, we felt there was a need for crew to be able to access expert financial advice, due to the offshore nature of their work, advice to crew can be limited this is where we can help. Financial planning can be complicated at the best of times and even more complex for seafarers, who spend a large portion of the year at sea. Beacon Global Wealth Management is experienced in working across a multi-jurisdiction environment, we will work with you to take the uncertainty away and deliver you a bespoke financial plan for now and the future.

Delivering Tailored Financial Solutions from Trusted Wealth Managers

Beacon Global Wealth Management are members of Nexus Global IFA Network, we have been providing independent financial advice to high net worth clients across Europe for over 15 years and in the UK through our sister company, which is regulated by the FCA. All of our advisers are experienced and well qualified individuals, we pride ourselves on being a highly regulated firm, with client care placed at the centre of our company culture. Understanding the transient lives of yacht crew, we felt there was a need for crew to be able to access expert financial advice, due to the offshore nature of their work, advice to crew can be limited this is where we can help. Financial planning can be complicated at the best of times and even more complex for seafarers, who spend a large portion of the year at sea. Beacon Global Wealth Management is experienced in working across a multi-jurisdiction environment, we will work with you to take the uncertainty away and deliver you a bespoke financial plan for now and the future.

Services for Yacht Crew

Many financial providers cannot offer products suitable to seafarers, we have a number of specialist products and providers that we work with and who have developed financial products especially, with offshore workers in mind.

Whether you are an EU citizen or non-EU person working offshore, we should have a solution for you.

Our core areas of services are pensions, investments, inheritance planning and minimizing the taxation you are exposed to within these areas.

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.

Services for Yacht Crew

Many financial providers cannot offer products suitable to seafarers, we have a number of specialist products and providers that we work with and who have developed financial products especially, with offshore workers in mind.

Whether you are an EU citizen or non-EU person working offshore, we should have a solution for you.

Our core areas of services are pensions, investments, inheritance planning and minimizing the taxation you are exposed to within these areas.

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.

Investments and Savings

Planning for the future should be something we all think about, sadly countless people don’t until it is very late in the day.

Many of our lives could have been so much better in retirement if we had started planning earlier in our life.

In the low-interest rate environment of today, simply leaving your money in the bank, could leave you worse off in the years to come, inflation could erode the value of your hard earned savings.

Our advisers can assist with regular or lump sum investments and will make your savings work harder for you.

We have access to thousands of leading funds, this allows us to carefully structure a detailed investment portfolio for income , capital growth or a combination of both, that is tailored to your risk profile, individual requirements and situation.

The investment platforms we use have many benefits that not only help grow your capital, but also in a tax efficient manner.

Investments and Savings

Planning for the future should be something we all think about, sadly countless people don’t until it is very late in the day.

Many of our lives could have been so much better in retirement if we had started planning earlier in our life.

In the low-interest rate environment of today, simply leaving your money in the bank, could leave you worse off in the years to come, inflation could erode the value of your hard earned savings.

Our advisers can assist with regular or lump sum investments and will make your savings work harder for you.

We have access to thousands of leading funds, this allows us to carefully structure a detailed investment portfolio for income , capital growth or a combination of both, that is tailored to your risk profile, individual requirements and situation.

The investment platforms we use have many benefits that not only help grow your capital, but also in a tax efficient manner.

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 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.”

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.”

How it Works

3 simple steps to safeguard your future

1. Book Your Free Consultation

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.

2. Create a Plan Together

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.

3. Enjoy your Retirement

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.

How it Works

3 simple steps to safeguard your future

1. Book Your Free Consultation

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.

2. Create a Plan Together

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.

3. Enjoy your Retirement

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.

Planning is bringing the future into the present so you can do something about it now

Need help?

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