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
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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 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 & has a huge range of experience. An expat himself, he has a thorough understanding of the challenges of living abroad
paul@bgwealthmanagement.net
+33 624 962 751
+33 546 065 190
Skype: pflintham
Matthew Beard
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.
matthew.beard@bgwealthmanagement.net
0044 333 241 6966
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
Independent Financial Advisor
John was originally a scientist with IBM Research but changed to giving financial advice in 1973. His business was sold to Prudential and other institutions in 1988 since then he has concentrated on Lecturing and advising a number of clients on Tax and Planning issues including cross border aspects. 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 81
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
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
Administrator
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!
hazel.matthews@bgwealthmanagement.net
Is A SIPP Right For Me?
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 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.