Andrew Davis
Ellerd Investments Ltd t/a Beacon Private Trust
Minimum savings/pensions: Any amount
Minimum mortgage: Over £500,000
Unavailable for contact through VouchedFor
Based in Harpenden
View locationNot fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
Not fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
I work with clients to achieve their best outcomes. Many of which are important and life-changing if not properly addressed. I provide independent advice and am a qualified accountant FCCA and also authorised by the FCA for independent financial advice. I listen carefully to the client and their current position and what they would achieve and then formulate an efficient and user-friendly solution that provides the outcome they desire. This ranges from income need approaching or at retirement to the accumulation of funds. To review pensions and pension taxation investments and I also prepare Wills Trusts and Powers of Attorney. Inheritance tax planning/ agreement and payment. Whether you are starting the process or updating your affairs I am confident I can assist.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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