With final salary company pensions now a thing of the past for most private sector workers, more and more people like you are looking at SIPPs to safeguard their retirement plans.
Whether you wish to enjoy your retirement in the UK, or abroad, self-invested personal pensions (SIPPs) are a tax-efficient way to save for retirement.
Find out if they’re suitable for YOU.
What is a SIPP?
SIPPS can be managed by you using an online system, or you can choose to allow a money manager to make investments on your behalf.
A SIPP is both flexible and portable. You can continue to contribute to it even if you change jobs or stop working altogether. Your employer can even contribute to your SIPP.
SIPPs contributions start from as little as £50 per month but to take advantage of the full range of investments a higher contribution will be required.
As with all pension investments the amount you will have available on retirement will depend upon the amount of contributions you have made and the performance of the investments chosen.
How do SIPPs work?
Sipp’s can be invested in…
- Government bonds, issued by the UK and foreign governments.
- Gilts and Bonds.
- Stocks and Shares.
- Investment Trusts.
- Bank Deposit Accounts
- Offshore Funds.
- Commercial Property.
- Real Estate Investment Trusts
- Exchange Traded Funds.
Who is a SIPP suitable for?
A SIPP is suitable for people who…
- Are comfortable with their own investment decisions and who want a wider range of investments
- Are looking to consolidate all of their pensions into one place
- Have a financial adviser making decisions on their behalf
- Someone who wants to keep their money invested after they retire to allow for an income
- Someone with a larger pension ‘pot’ or who will be making large pension contributions
Get Your Free Guide to a Stress Free Retirement in France
Meet the Team
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
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
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
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
Skype - chris.marson2
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
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
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
Barry Alexander-Honeyman
Independent Financial Advisor
Barry brings over 2 decades of experience in Financial Markets and has a strong corporate background having worked with some of the worlds largest international financial providers such as Prudential, Old Mutual Int and Praemium.
Barry’s knowledge of the International Financial planning space, combined with his Executive Coaching expertise can offer clients' a proactive, collaborative approach to their financial planning and business development needs.
barry@bgwealthmanagement.net
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
Paraplanner and Adviser
Edyta arrived in the 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.
After completion of CISI Level 4 Diploma in Investment Advice in July 2020, Edyta has been involved in client paraplanning and recently has been moved into work with clients, servicing and reviews.
Why she loves working for Beacon:
“After the last few years when market conditions have drastically changed the company maintains its good reputation and most of our clients come by referrals and word of mouth.
Being a Financial Adviser means you approach each client individually; taking holistic views of their financial situation and regularly updating them on current issues and opportunities.
Each client is different and every day brings something new, this job can never become monotonous"
edyta@bgwealthmanagement.net
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
Is A SIPP Right For Me?
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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