Why use Beacon Private Trust
BENEFITS OF USING AN INDEPENDENT FINANCIAL ADVISER
There are a great number of benefits that come with using an independent advsier from Beacon Private Trust
Identifying problems and goals
Based on the discussions we have with you, we can help you identify financial problems, and goals.
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
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
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
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.
