Beacon Financial PlanningBig enough to know what works. Small enough to actually call you back.
Independent financial planning across the North-West and Yorkshire. Sixty advisers, four branches, one promise — your adviser is the same person every time you call.
Know what your retirement actually looks like
Most pension calculators are toys. Ours is the same modelling we use in client meetings, but simplified for easy initial modelling — three minutes, real numbers, assumptions you can see.
Run the numbers
A network member that still runs like a practice.
Beacon has sixty advisers across four offices in the North-West and Yorkshire. We’re a network member because the back-office discipline that comes with it is good for clients — better compliance, better consistency, more time spent advising and less spent reconciling. But every plan is still built by your adviser, and you keep the same adviser every meeting. The plumbing of a good firm, plus the human bit that matters.
Try our planner
Plan your retirement income, properly.
Most pension income calculators are toys — change the inputs, watch the number go up or down, learn nothing. Ours is built on the same modelling we use in client meetings, but simplified for easy initial modelling. Spend three minutes; come away with a number you can actually use.
Open the pension planner
Across Manchester, Leeds, Sheffield.
What we do
Retirement planning
Pension consolidation, drawdown strategy, tax-efficient withdrawal. The plumbing of a good retirement, sorted properly.
Try our pension planner →Investments
Discretionary or advisory portfolios, ESG options, model portfolios from £25k. Quarterly reviews, transparent fees.
Protection
Life cover, income protection, critical illness. Boring until you need it; we make sure you don’t realise you needed it the hard way.
Estate planning
Wills, trusts, IHT. Working alongside your solicitor or one of ours. Calm, careful, and on the record.