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Nigel Beynon

Chartered Financial Planning Consultant, Chartered MCSI in Guildford

A little bit about Nigel

I am a Financial Planning Consultant and have been advising clients since leaving University in 1986. My areas of expertise are, Pension & Investment Planning (for Growth in Accumulation, and Income in Retirement), Tax Mitigation (making best use of allowances), Asset Protection (insurance services) and Estate & Inheritance Planning.

Find out more about me below.

Start the conversation

Speak to me if you’d like to give your finances a spring clean or are thinking about freshening up your long-term plans.
Contact me today

An adviser’s insight

Enjoy the feel-good factor of a financial spring clean

Graphic of people cleaning a piggy bank

With the start of a new tax year, now is a great moment to take a little bit of time to get your finances in order and look ahead to the next 12 months and beyond.

I can help you take a fresh look at your finances and put a plan in place to help your money work hard for you over the next year. This can include ensuring that you’re maximising your new tax-free savings and gifting allowances.  

We can also consider any important updates to your circumstances, such as a pay rise or promotion, or changes to your family. 

Now is also a good time to review your longer-term goals and check in on your retirement savings. A cashflow model is an excellent way to do this as it can help to show how on track you are, if you need to make any adjustments, and the positive impact that even a few small changes made today can have on your finances over the long term. 

Click on the contact me today button at the top of my profile to discuss how I can help you.

Services

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

Investments

Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.

Pensions

Expert advice to help provide comfort in your retirement.

Protection

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

Income Protection

Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.

Business Services & Protection

Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.

General Insurance

Home contents insurance, buildings insurance.

Dental & Medical

Financial planning for dental and medical professionals, in-depth knowledge of NHS pensions and needs of hospital doctors, GPs, dentists and locums.

Qualifications

Diploma in Investment Advice

  • The Diploma in Investment Advice provides a sound grounding in UK financial services and consumer relationships, including exchange traded futures and options and financial protection.

Chartered Member

  • 'Chartered' is the most respected indicator of professionalism. Attaining Chartered status is challenging and takes commitment. Not only does the adviser complete the relevant advanced qualifications they also have to demonstrate a consistent record of Continual Professional Development (CPD).

Location

Nigel Beynon's location

  • Guildford
    Surrey
    GU2
    United Kingdom
Nigel Beynon's location

Nigel is located in Guildford and offers expert financial advice to suit your needs.

Nigel Beynon's location

I offer services in the following areas:

I offer services in the following areas:

  • London
  • Guildford
  • Surrey

More about me

I have long had an interest in investment markets, and joined the private client team of a London stockbroking firm straight from university in 1986. Until 2012 I worked for firms that we now think of as Discretionary Fund Managers (DFMs) that are the modern incarnation of private client advisers.

From 2013 to 2017 I consulted to FCA-regulated firms helping on bespoke projects. From late 2017 I retrained as a Financial Planner so as to widen my prior DFM experience. I now mainly advise on pension planning, investment management and protection (insurance) needs.

The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 17 October 2024.