Our Team
Andrew Casey, Director
andrew.casey@bastionfinancial.co.uk Phone: 01483 330210
Mobile:07725 831 811
Matthew Beard, Independent Financial Adviser & Lifetime Mortgage Adviser
matthew.beard@bastionfinancial.co.uk
Phone: 01483 330210
Mobile: 07944 232 770
With a background as a stockbroker and later a pensions specialist, Andrew directs his focus towards retirement planning and tailored investment strategies for wealthy clients. Andrew’s expertise in market analysis and comprehensive financial planning enables him to guide clients in achieving their financial goals. Andrew is the compliance officer for Bastion and chairman of the investment committee.
David Vacani, Director
David has extensive experience of providing wealth planning for high net worth and international clients. His expertise includes bespoke investment strategies for sophisticated needs. He is also Chairman of the Federation of European Independent Financial Advisers (FEIFA) and Principal at Beacon Global Wealth Management.
Matthew provides effective financial solutions to clients, emphasizing personalised service and strategic planning. His expertise allows him to navigate the complex financial landscape including equity release for clients in later life and ensuring clients achieve their financial goals efficiently and effectively.
Gavin Casey, Independent Financial Adviser & Lifetime Mortgage Adviser
Gavin is dedicated to guiding clients on their financial journeys with confidence and clarity. With extensive experience in the financial services industry, Gavin ensures that each client receives personalised strategies which meet their financial needs and goals. Following the sale of his previous business, he enjoys helping entrepreneurs to balance their personal and business finances.