This site uses cookies. We have recently updated our Privacy Policy - read more here.

×
  1. Home
  2. breadcrumbs-arrow
  3. Find an adviser
  4. breadcrumbs-arrow
  5. East Of England
  6. breadcrumbs-arrow
  7. Hertfordshire
  8. breadcrumbs-arrow
  9. Harpenden
  10. breadcrumbs-arrow
  11. Beacon Private Trust

Beacon Private Trust

Independent Financial Adviser Ellerd House, Amenbury Lane, Harpenden, Herts, AL5 2EJ
FCA verified
21st January 2019
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
Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623
Meet our advisers
adviser-person
Andrew Davis
Director
adviser-person
Anne Molyneux
Investment Director
Where to find us

Ellerd House, Amenbury Lane, Harpenden, Herts, AL5 2EJ

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.

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623
Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

Similar advisers near you

Lyndhurst Financial Management Limited
Independent Financial Adviser 0.12 mi
23 staff across Hertfordshire ready to help you get the right information regarding retirement advice, financial planning, mortgages and insurance.
 
See profile
Hyperion Financial Planning Ltd
Independent Financial Adviser 0.59 mi
Expert advice delivering fabulous results to individuals, their families, businesses and trustees.
 
See profile
Wealth Matters Limited
Independent Financial Adviser 0.91 mi
We are one of only 76 Accredited Financial Planning firms in the UK.
 
See profile
Lonsdale Wealth Management
Independent Financial Adviser 1.15 mi
We offer clear and professional independent financial advice so you make the right financial choices and achieve your life goals.
 
See profile

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.