Welcome to Beacon Financial Planning
At Beacon Financial Planning, my clients are at the heart of everything I do, and it is my belief that everyone should be able to benefit from improving their financial awareness and understanding, and where appropriate, have access to financial advice. Based in Milton Keynes, though servicing existing clients nationally, Beacon Financial Planning is a friendly, family oriented business, and I care about the journey my clients want to embark on, spending the time needed to really understand what is important, and to help plan, guide and achieve the steps needed along the way to realising life’s goals and aspirations.
What I do
I provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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Testimonials
SJP Approved 03/08/2023
The Partner Practice 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. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
