Business details

Beacon Financial Planning

Beacon Financial Planning
Telephone
07789877589
Email Address
Business Address
20 Goldhawk Road, Monkston Park, Milton Keynes, MK10 9QD
Website

About

WHAT MONEY WORRIES KEEP YOU AWAKE AT NIGHT?

•             My finances are out of control.

•             How will I support myself in retirement?

•             I don’t know how any of my multiple pensions are performing.

•             How will I and my family cope if the unthinkable happens?

•             How can I support my employees with improved benefits and financial well-being?

DO YOU FIND YOURSELF SAYING?

•             I’ll sort it all out tomorrow.

•             I have monies set aside and pension pots – I’ll be fine.

•             I haven’t a clue what any of it means and can’t afford to find out.

‘FINANCIAL ADVICE IS ONLY FOR THE WEALTHY’ – WRONG!

At Beacon Financial Planning, our mission is to make financial awareness, guidance, support and advice accessible to everyone. This includes you. You are unique. You deserve a unique plan that’s tailored to your unique goals and aspirations.

HOW DO I WORK?

I begin by finding out what life means to you. Then I create simple, actionable plans that help you make informed decisions about your finances. Together, we’ll create strong relations between us based on ‘trust’.

I draw on my own experience and that of over a hundred in-house experts at St. James’s Place. We cover all aspects of wealth management, including investment planning, tax advice, pension planning, inheritance tax/estate planning and protection. I’ll help you to build a roadmap – a roadmap that will give you clarity and flexibility, that uses simple language and allows you to make informed decisions about your financial future.

AN INFORMAL CHAT – THE FIRST STEP TO PEACE OF MIND

So, whether you’re just starting out or you’re planning for retirement, Beacon will guide you towards a brighter financial future.

Beacon Financial Planning is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products.

SJP Approved 13/07/2023

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