Beacon Private Trust

Independent Financial Adviser Ellerd House, Amenbury Lane, Harpenden, Herts, AL5 2EJ
FCA verified
13th August 2018
We work to achieve the best outcomes for clients having agreed their aims and objectives.
We can advise you on
    • Bad credit
    • Buy to let
    • Equity release
    • Flexible
    • Remortgage
    • Residential
    • Right to buy
    • Self employed
    • Investment trusts
    • Offshore investments
    • Commercial mortgages
    • Taxation planning
Meet our advisers
adviser-person
Andrew Davis
Director
adviser-person
Anne Molyneux
Investment Director
Where to find us
About us

Having been established independent financial advisors for over 50 years, we are qualified accountants and bring a wealth of experience including equity release investment pensions will and trusts and probate administration.offer a comprehensive service for both individuals and companies.

Each advisor is registered with ACCA and ICAEW and the FCA.

Our services

we established a way forward and plan to achieve the objectives of the clients.
These plans stand the test of time and are update for changing life events.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£0
Minimum mortgage value
£250,000
Compliance

Before any advice is given a client fact find and acceptance is required. The value of non guaranteed investments can both rise and fall.

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