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.
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.
Online Investment Platform
We like to provide transparency, what better way to do this than through our new online investment platform.
- Track the performance of your investments 24/7
Access to over 4500 leading funds
- View and analyse your portfolio from anywhere
No hidden costs
We can assist in planning and setting up your personal retirement plan and goals. Whether it be a pension transfer from the UK or setting up a new pension policy offshore we are here to help.
Not Sure of Your Tax Residency
Do you not know if you should be paying tax? Try the new online residency test provided by Marine Accounts.
Let us help you
Please call or email us for a free primary consultation which can be conducted by phone, skype or simply getting together to see if we can assist you, over a cup of coffee, we would love to hear from you. Our advisors are based in Antibes, throughout France and in the UK with our sister company.
firstname.lastname@example.org Tel: 0044 (0) 7415 686 535 Office: 0044 333 241 6966
Meet the Team
David has worked in the Financial Services sector since 1987 running large investment portfolios & looking after high net worth clients.
Independent Financial Advisor
Jennie 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 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
+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
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.
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.
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!
To arrange your FREE initial consultation please complete the contact form below and one of our financial experts will get back to you.
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.