Here is a selection of our Financial partners
Who are we?
Beacon GWM have been providing independent financial advice since 1995. We specialise in the French market as we identified that many of the ex pats moving there were insufficiently prepared for the French fiscal system. We are authorised to provide advice in France and we have bi-lingual staff who support us with the administration side of things, so you can be sure we can deal with any of your queries promptly and efficiently. We have offices both in the UK and in France.
How we can help
Firstly we will take the time to get to know you and your financial situation. We will make a list of priorities and suggestions and leave you as much time as you need to make the best/right choice for you. There is no fixed script as the solution will always be tailor-made for you.
We firmly believe that our bespoke solution is the best step to a lasting professional relationship. Our advisors will guide you whenever your financial needs or situation change to insure that you are getting the right advice at the right time.
We speak English, advise in plain English and most of the paperwork that you will receive will be in English. If not we will explain exactly what the document is and its purpose.
We cover the following areas:
- Taxation – we will help you find ways to minimise your taxes through your pension and
investment structures - Investments – we can review your existing investments and recommend new ones in a variety of currencies that are in harmony with both the UK and French tax systems
- Pensions – we ensure that your current and future arrangements work for you in France
What we don’t do
- We are not accountants and cannot prepare tax returns
- We do not offer mortgages
- We do not provide advice on Visa’s or Carte Vitale
Contact us:
You can call or email with your query or ask for a call back. Or download a form from our website.
- Email: info@bgwealthmanagement.net
- Website: www.beaconglobalwealth.com
Beacon… standing out amongst the best