At Beacon Private Trust, we are able to solve the following problems you may encounter with Financial Planning.
At Beacon Private Trust, we exceed expectations when it comes to helping you with your pensions.
At Beacon Private Trust, we are able to offer a platinum service when it comes to the following issues with retirement.
At Beacon Private Trust, we are able to offer peace of mind with Inheritance Tax.
At Beacon Private Trust, we are able to assist with the following problems you may encounter with other planning.
Treating Customers Fairly and making sure that consumers get a fair outcome when receiving financial advice is how we operate at Beacon Private Trust.
Our advisers ensure they understand your circumstances. This ensures that advice provided will be suitable for you. Based on discussions with your adviser, we search the entire market to match products and services to your needs.
We make sure that information at all stages of the process is presented clearly and simply – before, during and after point of sale. We are available to answer any queries and provide additional information.
We explain how the products we recommend are expected to perform, and how they meet your requirements.
We aim to at least meet, if not exceed your expectations with the service we provide. Our aim is to make securing your financial future, and meeting future financial needs a process where you understand what is being advised and you are in control. We will discuss and support your decisions should you wish to change products and/or providers.