Learn more about Beacon Private Trust

About Us

We have a diverse client base and are able to offer a wide range of services to clients in the UK, and offshore who have interests remaining in the UK. We have provided pension and planning advice to many UK based clients who plan to emigrate. This can be on a one-off or an on-going basis.

We seek to establish a strong working relationship that gives our clients peace of mind. We provide holistic financial planning to protect and grow your wealth.

Our initial meeting is free.

Our initial meeting is free.

This meeting isn’t designed to give you specific advice about your situation. We understand that you have come to a financial adviser in order to improve your personal wealth and to plan for the future.

This is a chance to get to know us, to see how we work, to get a sense of whether you feel comfortable with us and for us to explain our services and how we charge for the provision of initial advice and for ongoing services.

You can choose different ways of paying for different services.

You can choose different ways of paying for different services.

For example, paying an hourly rate for advice about inheritance tax, or a percentage for advice about your investments. Based on our discussion of the scope and complexity of work, we will aim to tell you how much the service you need will cost, or at least give you an estimate.

Complex advice would include retirement benefits, inheritance/estate planning and long term care provision. This type of work requires more specialised knowledge and complex research involved takes more time.

Investment advice, is for people who wish to have some assistance in selecting items to make up their investment portfolio. This advice can be purchased as a single stand-alone unit, or can be coupled with an ongoing monitoring and review service.

Key Staff Members

Andrew Davis

Andrew’s experience is broad and ranges from tax planning, high and low level investigations, mitigation involving dual resident individuals from Europe, Canada and USA. He has been involved in a National Sports Body representing the UK, and its structure and funding, quite apart from providing planning and tax solutions for individuals and companies. The combination of experience and multiple qualifications that complement each other have meant that many clients have remained to have advice throughout their lives, receiving inter- generational wealth planning that can be so important.

  • Andrew is a qualified Independent Financial Advisor and Licenced Probate Practitioner.
  • Educated at St Columba’s College St Albans and was Articled to Davis & Co to qualification.
  • Andrew Davis is a partner in Davis & Co LLP Chartered Certified Accountants. The practice was established in 1900 and has a wide client base across the UK and abroad.
  • Andrew has extensive connections to the City of London and is member and past president of the United Wards Club of the City of London: patron the Lord Mayor, and is a member of the Ward of Cheap.

Anne Molyneux

  • Joined the practice in 2014.
  • Qualified as an Independent Financial Adviser with CII since joining the practice.
  • Fellow Chartered Accountant (ICAEW) (Ernst & Young – Capital Markets London)
  • Authorised by ICAEW to deal with reserved legal activity of Probate.

Mostly tax work – for example - UK side of multi-jurisdictional personal tax, landlord accounts, inheritance tax, and complex estate administration.

Strong background in mathematics and derivative instruments. BSc Hons University of Pennsylvania (Wharton); MBA (INSEAD); whilst at UBS, also held qualification as Securities, Futures and Derivatives Representative on Equity Derivatives Sales desk. Please refer to my LinkedIn profile for more details.

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