Get in Touch 0044 333 241 6966 enquiries@bgwealthmanagement.net

We provide you with tailored financial advice for your new life

We find out what you have, where you want to be and come up with a solution

Who we are

With over fifteen years of experience providing financial advice to expats in France, Portugal and Spain, Beacon Global Wealth can help you plan your financial future. We can help you negotiate the financial rules and regulations that govern your adopted country and we have bilingual staff to help you understand the paperwork. We are regulated by the Cyprus Securities & Exchange Commission (CySEC) and the Insurance Companies Control Service (ICCS) in Cyprus and, the Financial Services Commission in Gibraltar. This means that the investment advice we give is carefully controlled to minimise the risk to you. With offices and advisors across France for your convenience, we are always available in person to meet with you to discuss your needs.

Get Your Free Guide to a Stress Free Retirement in France

How we can help?

We have experts on call who can help you with:

Taxation: Tax regulations vary across the EU. We can help you set up your tax position correctly and ensure that you minimize the taxes you must pay.

Investments: We will carry out a detailed review of your existing investments to ensure that they comply with the UK French tax system, and if not, we’ll recommend ones that match the level of investment risk suitable to you.

Pensions: After a detailed review of your pension arrangements, we will advise you on ways to ensure that your retirement needs can be met, and your financial future made secure.

Estate planning: Each country has different regulations regarding who can inherit what. Detailed planning is essential to ensure that your dependants are looked after according to your wishes.

Our reviews are conducted without charge and obligation free.

Meet the Team

David Vacani

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

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

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

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

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

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

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

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

Edyta Slys

Administrator

Edyta arrived to UK upon finishing her Masters degree at the Wroclaw University in economics in Poland.

Having joined Beacon in October 2017 as an administrator as soon as she started she knew that financial advising would be her career path.

In July 2020 Edyta successfully completed CISI Level 4 Diploma in Investment Advice.

info@bgwealthmanagement.net

Hazel Matthews

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

How we work

We’ll schedule an initial consultation call with you, this can be either on the phone, by Skype or in person.
We’ll get to know you – and you’ll get to know us. We’ll discuss your current financial situation and your future wishes and plans.
We’ll then detail all our discussions in an initial letter to you to ensure we have a thorough understanding of your situation. When you are happy that we have understood you correctly, we can conduct our review.

We’ll present you with a comprehensive report detailing your tax situation and documenting your existing assets.
We’ll make recommendations about savings you might make under the French tax system as well as improvements to your existing financial products if that’s available and appropriate. We’re very happy to answer any questions you might have, and we will never pressure you into deciding.

We’ll work with you in the long term and make sure your interests are looked after now and in your future life in France.

To schedule your free initial consultation, just complete the contact form below and we’ll get straight back to you.

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