Beacon IFA Ltd

Independent Financial Adviser  2 The Struet, Brecon, Powys, LD3 7LH
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FCA authorised
Last authorised 16th November 2020
Three friendly advisers working from our Brecon office, based in the Monmouthshire Building Society
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
Ben Russell
Independent Financal Advier
Christopher Ulyatt
Independent Financial Adviser
Julian Caple
Indpendent Finacial Adviser
Alistair Cummings
David Coldrick
Independent Financial Adviser
Christopher Whitehouse
Independent Financial Adviser
Paul Bird
Independent Financial Adviser
Tom Russell
Director
Colleen Gayley
David Gay
Josie Herdman
IFA
Richard Seward
Financial Advisor
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 team includes chartered and diploma qualified Independent Financial Advisers that are able to offer a comprehensive financial planning service for private and corporate clients.

We also have experienced mortgage specialists who can advise on all aspects of home and corporate finance. In addition to the client facing staff Beacon has an equal number of qualified support staff to ensure that we provide a quality service to meet your needs.

Check out our website for more information.

Our services

A completely independent and whole of market company, we can offer advice for any number of different client needs.

Our specialisms include investments, retirement planning, retirement income, wealth preservation and IHT Planning, family protection and mortgages.

We also have an adviser with chartered status based in the Brecon office who can advise on the most complex matters.

Email or call us today to see how we can help you.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

2 The Struet, Brecon, Powys, LD3 7LH

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