Who are we?
Beacon GWM have been providing independent financial advice
since 1995. We decided to specialise in the French market when we identified
that many of the ex pats moving there were insufficiently prepared for the
French fiscal system. We
We are authorised and regulated in the UK through the FCA and
authorised to provide advice in France through the Financial Services
Commission in Gibraltar 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.
There is no
charge for this as 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, advice 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 will ask
you for some key information which will help us understand your situation and needs.
All initial meetings are free and confidential. It’s as simple as that.
We cover the following areas:
·
Taxation
– we will help you find ways to minimise your taxes.
·
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.
On our
website we have a number of fact sheets explaining the different taxes that you
will encounter and other useful information. We also work with a number of key
professional partners. We feel confident that we have a partner who can answer
questions outside of our domain.
Contact us:
You can call or email with your query or ask for a call back.
Or download a form from our website.
·
Call: 0033 0634119518
·
Website: www.bgwealth.eu
Beacon… standing out amongst the best
No comments:
Post a Comment