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

Unsure of the options and tax rules where you live?

We will review what you have and provide clear advice going forward so there are no nasty surprises and ensure your investments meet your aims , goals and risk profile

Planning and choosing your investments can make a big difference to your long-term future overseas.

How they are organised and how effective they are can also be vital should you choose to return to the UK or move elsewhere.

Expat investment advice

Expat investments differ from those offered to UK residents, and expert advice is essential to help you negotiate the often complex and confusing investment options available to you.

Beacon Global Wealth Management has been providing investment advice to expats for over 15 years. We’ll help you understand what your investment options are.

We’ll also recommend the best type of investments bearing in mind your particular situation, your attitude towards investing and your long and short-term goals and needs.

Our aim is to ensure you’re as tax efficient as possible, whether you have a small lump to invest, the proceeds from your pension, the sale of your UK home or a more substantial portfolio.

We’ll keep your portfolio under review providing you with regular statements, so you can relax, knowing that your investments are firmly on track.

Frequently asked questions

What is a financial adviser?

A financial adviser is a qualified professional who can advise you on the right investment options for you, based on your own unique circumstances.

Financial advice is tailored to meet your needs, rather than just being factual and informative.

Why seek financial advice as an expat?

Some people are able to manage their financial decisions without the involvement of a financial adviser. However, financial decisions carry inherent risks, and the results from making a poor decision can be disasterous.

Because of this, most people who have a significant amount of money will choose to use the services of a financial adviser to minimise their risk.

Most expats opt for a mixture of investment products, managed by a financial adviser or wealth manager

How we can help

The role of the financial adviser

Expats and those considering the move abroad seek financial advice when they want to increase the income they receive from their assets, both now and in the future.

Beacon global wealth can help you plan and manage your finances and restructure your investments and savings, to maximise your return on investment as well as minimise any tax liabilities.

We’ll help you through the maze of financial products and plans and work with you to find solutions that are clear, transparent and tailored to meet your individual needs.

Regulated financial advice.

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.

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Let us help you

We’ve been providing specialist, financial advice to British expatriates across Europe for over fifteen years. We can help you with tax, estate planning, pensions and investment management and offer a complete solution to financial planning.

Whether you’re planning your move abroad, already an expatriate, or returning to the UK, we can help you:

  • Find the right investment strategy and pension solution for you
  • Ensure your money and assets are performing at their best
  • Ensure compliance with tax rules both in the UK and where you live
  • Maximise available tax advantages
  • Protect your legacy with tax efficient inheritance planning

To arrange your FREE initial consultation please complete the contact form below and one of our financial experts will get back to you.

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, 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

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

“Risk comes from not knowing what you are doing.”

Warren Buffett

To arrange your FREE initial consultation please complete the contact form below and one of our financial experts will get 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