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Expert financial and tax guidance for you

Each of our advisers is not only a qualified Independent Financial Adviser, but also a practicing Tax accountant and authorised Probate practitioner. This means the adviser you see will have current professional development and practice experience in personal tax and Inheritance tax.

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.

Businesses & Individuals

Beacon Blog


  • Are You Prepared for Long-Term Care Costs? Protect Your Estate with Expert Planning

    Planning for the future can be daunting—especially when faced with the rising costs of long-term care. Many families struggle to navigate the complex care system while trying to preserve their assets. We Can Help You: Why Estate Planning is Essential for Long-Term Care The cost of care in the UK has risen sharply: Without proper […]

Explaining Trusts

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