Beacon Gainer’s financial wellbeing and life plan advisory team

What makes our approach different to anything else out there, is that we customise our offering to your exact requirements and join the dots for you between professional advisory services. We don’t just provide wealth advice, we ease the way to you working on the steps to meet your challenges and support you to working with 40 supplementary advisory services. All of our advisors are sourced not only for their track record, but for their firm’s values as well as their approach to mindful social, ethical and climate impact.

We understand how important it is for you to work with professional service firms who meet the highest standards of performance and we use technology to enhance the experience.

Giving you peace of mind and reducing complexities

There is so much that goes into creating and maintaining your family’s financial position. If you don’t have a solid grasp on your assets, or are yet to develop a cohesive future-proofing strategy to ensure your family remains resilient, now is the time to change that.

Have you had a review of how your savings or investments are working? Have you considered your retirement? Have you thought about succession planning? Do you need guidance around risk assessments? These are major decisions that require you to take action. But there’s no need to stumble around in the dark.

We don’t just hook you up with our approved partners, we help you get your affairs organised, build you a strategy going forward, help you implement it and then ensure you stay on track so that should anything untoward change, you and your family have the capacity to recover quickly.

Because that’s what being resilient means.

How Beacon Gainer can support your family

Whatever your family needs: accounting, a financial plan, will writing, tax advice, pension planning, family care, estate and trust structuring, investment management, we have independent advisory services that collaborate on your plans as a team and will provide advice alongside wealth management, all in one place.

For example:

Succession planning

Succession planning from business planning to tax advisory, trust management, next generation mentoring, even philanthropy, needs to be addressed sooner rather than later. Our specialist advisors can help you address the myriad complex issues pertaining to succession planning all on one secure platform.

Protect your wealth

If you’ve built up a sizable business or invested successfully, you want to protect your family and your wealth for future generations. We provide you with access to a range of trusted partners, all of whom can help advise you across a number of services around wealth management including law, tax, asset management, investments, family governance planning, cross border financial planning, banking, even communication between family members.

Pensions & Retirement

It’s never too early to consider retirement planning. Being resilient doesn’t just mean being prepared for the here and now, you have to think of your future. What do you envisage your retirement looking like? Preparing for your retirement now; preserving, growing and managing your wealth, or if you’re at the point where you’d like to step back, we will work with you to preserve your pensions, savings and investments with a curated selection of advisors to meet your family’s aims.

Write or update your will

For the ultimate peace of mind, write a will detailing how you wish your assets to be passed on. Our specialist independent advisors have experience with drawing up the simplest wills to crafting more complex wills, and navigating the delicate decisions that sometimes come from distributing assets.

Becoming more resilient with a wealth advisory service

Ensuring your family is capable of withstanding whatever life throws at them, takes away a huge stress. Taking steps in the right direction to protect your wealth and your family, now and in the future, is singularly one of the best things you can do for your loved ones.

From succession planning to preserving the value of assets for future generations, Beacon Gainer will provide an experience that reduces complexity, enhancing and extending the management of advisory services, easing collaboration and better results, to make sure all of your hard efforts are preserved, meaning you and your family are supported to live the life you’ve always wanted.

Please email welcome@beacongainer.com or call +44 20 3355 5397 to speak with an adviser about your requirements.