Beaumont Financial Planners Ltd

Independent Financial Adviser  Beaumont Financial Planners, Shropshire, Oswestry, SY11 2NR
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FCA authorised
Last authorised 26th October 2020
We provide a friendly and professional service from our Oswestry and Chester Offices.. We take you into account.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Income protection insurance
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Large business
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Sharia finance
Meet our advisers
Mark Evans
IFA
Matt Hignett
IFA
Thomas Parmiter
IFA
Ross Willan
Independent Financial Adviser
About us

Based in Oswestry and Chester we are Independent Financial Advisers. The practice was established over seventeen years ago by Mark Evans who is a Chartered Financial Adviser and has a wealth of experience in dealing with all financial planning both for private and corporate clients. We specialise in pensions, investments and wealth management while employing a holistic view to overall financial planning through dealing with all your financial needs. We provide an on-going personal service so that you have one point of contact for all your financial needs. What matters most to us is building a relationship with you in order to achieve your financial ambitions and dreams. We simply provide the tools and advice needed for you to reach the financial freedom you deserve while maintaining a level of risk appropriate to your personal situation.
We will regularly review your investments with you and discuss any matters on a one to one basis.

Our aim is to provide a relationship that you can trust.

Our services

Our aim is to identify financial solutions that best match your needs. We take into account all financial situations and employ the most tax efficient and financially advantageous solution dependent on each individuals risk profile. We love what we do and want to ensure that every single person we see enjoys the most relaxed and worry free future as they are content in the knowledge their financial freedom is protected by specialists in their profession. That's what we do really well and what inspires us to continue delivering the great client service standards we pride ourselves on.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Face to face

Beaumont Financial Planners, 21 Salop Road, Shropshire, Oswestry, SY11 2NR

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