Connect with me
Tomas O'Neill
online Member - BATH
Beacons Wealth
We redefine financial planning with a personal touch. Inspired by the fusion of finance, business acumen, fitness, and the serenity of nature, we proudly serve business owners, directors, and professionals helping them enhance their financial growth, security, and overall well-being.
A bit about me...
I founded Beacons Wealth, offering a distinctive approach to financial planning that's deeply rooted in an appreciation for the balance between prosperity and well-being. My practice, built on the pillars of growth, protection, freedom, and well-being, is dedicated to transforming the financial landscape for business owners, professionals, and directors. From our South West base, we're committed to developing bespoke financial strategies that resonate with our clients' varied goals and aspirations.
My journey in finance spans nearly a decade, highlighted by a pivotal seven years at St. James's Place, from managing £100 million as a senior stockbroker to working as a financial planner at two of St. James's Place's larger practices. My rich background in investments and financial planning, along with a talent for simplifying complex concepts, is the foundation of Beacons Wealth. This venture is more than a business; it's the manifestation of my commitment to empowering clients to navigate their financial paths with confidence, aiming for a future that is both prosperous and fulfilling.
Driven by a passion for making a significant impact and inspired by the harmony between nature and fitness, Beacons Wealth was conceived with the dream of elevating financial planning beyond traditional boundaries. We're focused on creating legacies of financial freedom, security, and well-being. Moving forward, our mission remains unwavering: to revolutionise financial planning through a holistic, personal approach, ensuring every client is ready to embrace their future with optimism.
Outside of work I love keeping fit and spend a lot of my time training in functional fitness and calisthenics as well as spending time mountain walking with my friends and family.
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