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.
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 who can advise on the most complex matters.
Email or call us today to see how we can help you.
Beacon House, 18 Merthyr Rd, Cardiff, Cardiff, CF14 1DG
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