Issue No. 19

We began to realise how important it was to have sound financial advice, we are not rich
by any means but there’s no point in giving it away we thought. Our approach in the past
was just to leave things as they were. Jennie helped us to pull together all our savings,
pensions and investments and consolidate them so that we were able to easily see the
overall value of our assets. We were then able to invest appropriately based on how we felt
about risk.
In our case Jennie found us a practical investment solution that had a choice of currency
and was easy to understand. Adding our funds into an Assurance Vie policy meant the
funds can sit there growing tax free until we need them so that it’s working for us in the
meantime. She explained the tax advantages for withdrawals and is always on hand to
answer questions. The biggest peace of mind is the inheritance advantages; having no
children means that it is important to us to pass on what we haven’t spent to other family
members and that can attract high inheritance tax charges.
She amalgamated our personal pensions so that we have a ‘pot’ each. And we have a
choice as to when we take the funds and how much. Two years down the line, we know we
have made the right choices.
Jennie could tell that we needed to really trust her as an individual, not just talk to a
company representative holding a stack of leaflets and forms. The support we’ve had has
made us feel much more secure and to understand our finances better. We’re still not rich
but we know exactly where we stand financially and we’re able to plan for the future in a
much more knowledgeable way. And we’re loving the good life in France!
If you would like expert advice, contact Jennie Poate or a free, no obligation consultation:
jennie@bgwealthmanagement.net or via the Beacon Global Wealth website
The financial advisers trading
under Beacon Wealth
Management are members of
Nexus Global (IFA Network).
Nexus Global is a division within
Blacktower Financial
Management (International)
Limited (BFMI). All approved
individual members of Nexus
Global are Appointed
Representatives of BFMI. BFMI is
licensed and regulated by the
Gibraltar Financial Services
Commission and bound by their
rules under licence number
FSC00805B.
And the information on this page
is intended as an introduction
only and is not designed to offer
solutions or advice. Beacon
Global Wealth Management can
accept no responsibility
whatsoever for losses incurred
by acting on the information on
this page.