About Me
Welcome to Beacon
My name is Andrew Davis, and a director and a UK and International Tax Specialist
With over 35 years of dedicated experience in Private Wealth Management, and the field of wills, trusts, and estate planning, I have had the privilege of assisting numerous clients in securing their legacies and ensuring their wishes are honoured.
I have managed multiple cases involving complex estate planning and administration, successfully navigating to meet each client’s unique needs with care and precision.
I hold Qualifications as a Chartered Certified Accountant, a qualified Financial Advisor and an authorised Probate practitioner. Reflecting my ongoing commitment to staying updated with the latest developments in the field.
My approach is rooted is understanding the client aims and objectives with compassion and understanding, providing personalised attention to guide clients through the often-complex process with clarity and empathy.
My services are strictly confidential, and I don’t share client information unless permissions is granted.
initial Meeting is free
It’s a chance to get to know us, to see how we work, to get a sense of whether you
feel comfortable with us and for us to explain our services and how we charge
for the provision of initial advice and for ongoing services
Contact Info
If you’d like to get in touch, fill in the contact form below: