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PE - Peterborough

Beacon Financial
    Limited
Chord IFA
IFG Financial
    Services
Forum Wealth
    Management Ltd

Independent Financial Advisor in Huntingdon

Beacon Financial Limited

Address: Cromwell House, High Street, Kimbolton, Huntingdon, Cambs PE28 0HB
Telephone: (00 44) 0800 781 9369
Fax: (00 44) 01480 869477
E-mail: info@beacon-financial.co.uk
Visit our Web Site: www.beacon-financial.co.uk

General information
Beacon Financial Limited is an Independent Financial Advisor in Huntingdon offering solutions from the whole market and not from a limited range of products or providers. Business focuses on the provisions of Independent Financial advice to the high net worth client community and aims to develop innovative ways to deliver advice, products and services in the independent sector to its personal and corporate clients. We are located in Kimbolton with easy access to the A1 and A14. Advice, provided on a fee or commission basis, is explained simply and without jargon. We also offer a retained service. There are five qualified advisers including a female adviser. Home visits are offered if appropriate.

Beacon Financial Limited, also specialise in the tax mitigation aspects of financial planning - often working in conjunction and partnership with specialist city institutions offers a quality and bespoke service to those with potentially more complicated affairs.

Other areas of involvement include:
  • Tax mitigation opportunities for Income Tax and Capital Gains Tax including VCT's EIS, Film Partnerships etc.
  • Strategic investment planning and solutions
  • Offshore Investments
  • Inheritance Tax Mitigation planning and solutions
  • Lump sum and monthly savings investment opportunities
  • University and school fees planning
  • Corporate Protection, Share Purchase, Keyman, Business Succession Planning Partnership
  • Personal Protection, Life, Critical Illness, Income Replacement
  • Corporate Retirement Solutions, Executive pensions, SSAS, FERBS, Stakeholder
  • Personal Retirement Solutions - Personal Pensions, S.I.P.P.s, Stakeholder
  • Private Health Schemes
  • Regulated Mortgage Advice
  • Pension Transfers
Authorised and Regulated by The Financial Services Authority number 413225

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