Why use Beacon Private Trust


There are a great number of benefits that come with using an independent advsier from Beacon Private Trust

Identifying problems and goals

Identifying problems and goals

Based on the discussions we have with you, we can help you identify financial problems, and goals.

Identifying financial strategies.

Identifying financial strategies

We are not only qualified financial advisers, but also qualified accountants and current tax practitioners. We have the knowledge to widen your current range of financial choices and strategies.

Setting priorities.

Setting priorities

We will talk through your aims and objectives. Using our professional experience, we will ask questions and act as a professional sounding board with an independent, unbiased viewpoint to help you prioritise.

Researching the whole of the market for the best products.

Researching the whole of the market for the best products

The sheer volume of products in the market can be daunting for an individual investor. We are familiar with the best products and providers, and as independent advisers will search the entire market to provide solutions for the agreed problems, goals and priorities.

Getting the planning done.

Getting the planning done

It can be hard to find the time to produce you own financial plan. We can produce a financial plan for you, and with ongoing services, monitor and adjust your plan to the changes that come over time.


Get in contact with us

We are available in our Harpenden and London offices by prior appointment.

Beacon IFA Benefits

Avoid common mistakes

By using a financial planner you can avoid making common mistakes that
can damage your investments

Contact Us
Beacon Private Trust Independent Financial Advisers