Beacon Private Trust

Independent Financial Adviser  Ellerd House, Herts, AL5 2EJ
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FCA authorised
Last authorised 14th June 2021
We work to achieve the best outcomes for clients having agreed their aims and objectives.
We can advise you on
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Bad credit
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Buy my next home
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Buy to let
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Equity release
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Flexible mortgages
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Investment trusts
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Offshore investments
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Taxation planning
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Commercial mortgages
Meet our advisers
MR Andrew Davis
Director
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, and offer a comprehensive service for both individuals and companies.

Each advisor is registered with ACCA 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.

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

Your home may be repossessed if you do not keep up repayments on your mortgage.

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

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