Beacon IFA

Beacon IFA is an Independent Financial Adviser with offices across South and Mid Wales, established in 2003. The firm provides financial advice to individuals and corporations, assisting clients in achieving their financial objectives through guidance.
  • Pensions
  • Insurance
  • Mortgages
  • Tax Planning
  • Equity Release
  • Financial Planning
  • Wealth Preservation
  • Savings & Investments

Size
Small
Phone
01495 713900
Email
Available in Endole App
Locations
Beacon House, NP22 3PW
01495713900
17 Ship St, LD3 9AD
01874611911
Digital Popularity
Social Media
Competitors
Truly Independent Financial Advisers
Truly Independent Ltd is a firm of experienced Independent Financial Advisers providing bespoke financial planning services.
Company Details
Beacon IFA is operated by Beaconifa Limited and is a Active company incorporated on 7 September 2011 with the registered office located in Tredegar, Gwent. Beaconifa Limited was registered 14 years ago.

Status
Active
Size
Micro
Directors
3
Age
14 years old
Employees
7
Turnover
Unreported
Total Assets
£337.51K
Cash in Bank
£143.05K
Total Liabilities
-£54.36K

Director • PSC • Financial Adviser • British • Lives in Wales • Born in Jun 1963
Director • Secretary • PSC • British • Lives in Wales • Born in Sep 1962
Bear Sterling Ltd
PSC
Teams
All
6
Finance
5
Executive
1
Director • Joined Jan 2003
Mortgage Specialist
Paraplanner • Joined Oct 2023
Chartered Financial Planner • Joined Jan 2022
Independent Financial Advisor • Joined Jan 2017
Mortgage Specialist
Paraplanner • Joined Oct 2023
Chartered Financial Planner • Joined Jan 2022
Independent Financial Advisor • Joined Jan 2017
Director • Joined Jan 2003