FCA verified
18th September 2017

Beacon IFA Ltd

Independent Financial Adviser Beacon House, Red Lion Square, Tredegar, Gwent, NP22 3PW
We aim to provide the highest level of advice tailored to our Client's individual needs.
We can advise you on
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • High loan to value
    • Remortgage
    • Residential
    • Self employed
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Commercial mortgages
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Lump sum
    • Regular savings
    • Savings for children
    • Estate planning
    • Long term care
Meet our advisers
adviser-person
Tom Russell
Independent Financial Adviser
adviser-person
Christopher Ulyatt
Independent Financial Adviser
adviser-person
Christopher Whitehouse
Independent FInancial Adviser
adviser-person
Julian Caple
Independent Financial Adviser
adviser-person
David Coldrick
Independent Financial Adviser
adviser-person
Paul Bird
Independent Financial Adviser
adviser-person
Ben Russell
Independent Financial Adviser
Where to find us
About us

Established in 2003, Beacon IFA has grown steadily to become a leading independent financial services provider with offices across South and Mid Wales. Our success has been a result of tailoring our services to the unique needs of our clients; we help them to meet their financial objectives through honest professional advice, explained in plain English

Our services

We provide a comprehensive service to meet your financial planning needs. We offer advice in the following areas: Investments, Retirement Planning, Retirement Income, Wealth Preservation and IHT Planning, Family Protection and Mortgages.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0

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