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WELCOME TO Beacon Financial Planning Limited
Financial advisory firm located in London
At Beacon, we are a privately owned, Boutique Financial Advisory and Wealth Manager. We pride ourselves on serving individuals, families and professionals with bespoke financial management.
Our mission is to guide individuals, families and professionals with clarity, precision, and confidence through life’s most important financial decisions. We deliver sophisticated tax planning, bespoke wealth management, and strategic long-term advice to help our clients protect, grow, and pass on their wealth across generations. We have partnered with a trusted national firm, Quilter Financial Planning the UK’s No 1 Financial Services Network and Platform Provider. Beacon Financial Planning has been built on expertise, integrity, and unwavering dedication to be the best at providing great advice to our clients.
Call us today on 02081590222 or email us at enquiries@beaconfinancial.co.uk and we'll be pleased to help you.
Financial Services
We offer a full range of financial services and have highlighted three of our most popular below.
Financial Planning
Professional financial planning is the process which aims to help you realise your ambitions - whatever they may be.
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Saving & Investment
Saving is a stage on the way to investing. Investing is what you can do with the savings you have created...
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Retirement Planning
A well prepared pension plan which is regularly reviewed should go some way to providing you with a reasonable level...
view moreThe plan for you
1Initial Call
A 15-minute phone call or video call We’ll discuss your situation, identify the key issues, answer any questions and agree on the next steps.
2Discovery
A detailed conversation usually held with you and your partner. We’ll ask you thoughtful questions to learn about what’s important to you and your family, your big goals and any concerns you have.
3Strategy
We’ll present our outline strategy to help you achieve the important goals you’ve now shared.
4Implementation
Our team will help you get set up be there to answer any questions and help you through the initial steps
your next product
Ask Us How to Make the Most of Your Financial Future
Registered office address: F20 Willow Court Marquis Court, Team Valley Trading Estate, Gateshead, United Kingdom, NE11 0RU.
Registered in England and Wales under reference 16866251.
Beacon Financial Planning Limited is entered on the Financial Services Register (https://register.fca.org.uk/s/) under reference 1049513.
Beacon Financial Planning Limited is an Appointed Representative of Quilter Financial Services Limited, who is authorised and regulated by the Financial Conduct Authority.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Approver Quilter Financial Services Limited 27/02/2026
