Welcome to Beacon Point Wealth, your trusted partner in financial services for expats.
We specialise in providing comprehensive solutions tailored to meet the unique needs of expatriates seeking retirement planning, inheritance tax (IHT) planning, fixed income bonds, and alternative investments.
Retirement planning involves setting financial goals and implementing strategies to ensure a secure and comfortable retirement, including savings, investments and pension plans.
Short for Inheritance Tax planning, refers to strategies and measures taken to minimise the potential impact of inheritance tax on an individual's estate, often involving trusts and gifting arrangements.
Fixed income bonds are debt securities that pay a fixed interest rate to investors over a specified period, offering a steady income stream and return of principal at maturity.
Lead generation is the process of creating consumer interest in a product or service, aiming to convert that interest into sales. In online marketing, this usually involves gathering a visitor's contact details (referred to as a “lead”) through a web form.
For many B2B companies, lead generation is essential to the sales funnel, as their products can be expensive, and visitors are often hesitant to make direct purchases online. By collecting leads, businesses can educate and nurture potential customers through email marketing before engaging qualified leads directly with sales teams.
Lead generation is also vital for e-commerce and other sectors, as email marketing remains one of the most effective online marketing channels. Capturing a prospective customer's contact information enables businesses to reach out later, even if the customer doesn’t make an immediate purchase.
Beacon Point Wealth operates as an intermediary and introducer and as such are not required to be affiliated with any financial services authority. However, the products and services recommended are provided by regulated companies.
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