Beacon IFA Ltd

Independent Financial Adviser  Beacon House, Whitchurch, Cardiff, CF14 1DG
First meeting at adviser's own cost
A truly independent, whole of market firm with decades of experience in Cardiff and beyond.
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 review
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Pensions transfer
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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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Equity release
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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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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Socially responsible investments
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Lump sum
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Regular savings
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Estate planning
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Commercial mortgages
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Group Pension/Stakeholder
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Long term care
Response rating
9.4/10
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FCA authorised
Last authorised 20th January 2020
Meet our advisers
Tom Russell
Independent Financial Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

Alistair Cummings
Director

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

David Gay

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Julian Caple
Independent Financial Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Josie Herdman

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

David Coldrick
Independent Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Colleen Gayley

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Paul Bird
Independent Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Christopher Ulyatt
Independent Financial Adviser

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

Richard Seward

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Christopher Whitehouse
Independent FInancial Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Ben Russell
Independent Financial Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

What our clients say
"I have had real problems in the past with people managing my financial affairs. Due to my age I really needed the correct advice for arranging my estate to benefit the right people. My tax liability has been reduced significantly and my investments are performing well. I could recommend the services of Beacon to anybody.
Margaret Harris, Monmouth
"Beacon has provided me with financial advice for all personal and business matters for the last 8 years, the service has been second to none. During this time the team at Beacon IFA have played an integral part in helping me achieve my business goals with sensible investment strategies and tax-planning. The team were also successful in making a large compensation claim on my behalf against a high-street bank when I had been mistreated previously. I really feel they put their customer's interests first." "I have recommended Beacon to many of my friends and colleagues and will continue to do so. I look forward to working with Beacon for many years to come."
Andrew Parsons, London
"My husband and I have been using Beacon since their formation and have been very satisfied with the prompt and valuable advice that we have been given in relation to our investment strategy and the depth of knowledge of available and suitable products. There were some complex Inheritance tax issues that have now been resolved with the use of trusts. The advice has been invaluable and has given us peace of mind as we approach retirement. Our investments are reviewed regularly and have fared well especially given the current market conditions." Deborah Ingfield, Brecon
Deborah Ingfield, Brecon
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 who can advise on the most complex matters.

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

Where to find us

Beacon House, 18 Merthyr Rd, Cardiff, Cardiff, CF14 1DG

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
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Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.4/10
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FCA authorised
Last authorised 20th January 2020

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