Beacon IFA Ltd

Independent Financial Adviser  Beacon House, Whitchurch, Cardiff, CF14 1DG
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FCA authorised
Last authorised 25th May 2020
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 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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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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Capital gains tax
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Estate planning
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Income tax
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Commercial mortgages
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Group Pension/Stakeholder
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Long term care
Meet our advisers
Tom Russell
Independent Financial Adviser
Julian Caple
Independent Financial Adviser
David Coldrick
Independent Financial Adviser
Ben Russell
Independent Financial Adviser
Christopher Whitehouse
Independent FInancial Adviser
Christopher Ulyatt
Independent Financial Adviser
Paul Bird
Independent Financial Adviser
Colleen Gayley
Alistair Cummings
Director
Richard Seward
David Gay
Josie Herdman
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.

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

Beacon House, Cardiff, CF14 1DG

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