To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
What our clients say
I had several pensions with different providers and cash ISA's and savings accounts that were paying very little interest. Wanted an unbiased opinion on what my options were and how best to get my money working for me.
Matthew reviewed all of my pensions and savings and recommended the best products to meet my goals. He explained everything really well and in a way I understood. I'm not that confident with finance but matt never rushed me and explained everything as many times as he needed to so I could see why we were doing what we did. I am really happy with my pensions and investments.
I feel Matthew understood my needs and goals entirely and explained everything in a way that I could understand. I am happy with the recommendations I received and I feel the products are well suited to my needs. Matthew's advice on pension arrangements was very clear and I feel much more comfortable with my planning. He could not have done anything better.
I had a really great meeting with Rebecca, she’s brilliant, very professional and informative.
Matt who has advised me throughout the retirement and pension process. Matt is always available and responds promptly and expertly to any query or request I have had and explains every option and gives best advice for me.
Would not hesitate in recommending Matt for any financial advice and I'm sure Matt won't mind me thanking Hilary for
her help as well.
John, Ellesmere Port
We have been with Beaumont for two years now and are pleased with the professional standard of the service provided. With offices in multiple locations, it is reassuring that they are well resourced. Following a free initial consultation, their expert financial planning and financial advice has been second to none, particularly during the recent volatility in the markets. The monthly market updates are useful, and we can also review our portfolios and investments online at any time.
Our IFA is Matt, who is always courteous and helpful. With his forensic knowledge and expertise, we feel confident in putting our trust in him, and intend to remain with Beaumont for many years to come.
I have had, am having, a really positive experience with Beaumont Wealth. Matt really listens to what is important for you and finds the best products for your circumstances. I have been kept up to date in these difficult times we all find ourselves in.
I have always found everyone I have dealt with very friendly and helpful and would recommend Beaumont Wealth to everyone.
I have been supported by Beaumont Wealth Oswestry for almost 3years in relation to financial planning.
During this time I have been impressed with the quality of service given to me. This has been validated by the fact that each communication I have had with them has been detailed, my needs met and responses have been prompt.
Trust has been built up during this period and at no time have I ever felt to challenge their communication or performance.
During the last year I have been supported by Ross.
Despite the challenge we have all faced recently with covid; communication and prompt responses have been maintained to a high standard.
In addition to regular written updates explaining how funds and investments have performed over this period and continued invititations to discuss on a one to one basis.
I look forward to continuing a positive relationship with Ross and Beaumont Wealth in the future.
Not only am I very pleased with the performance of my investments since I moved to you , I am more than pleased with the advice received; the ability to have internet access and the professional manner of all your staff.
I have in the past and will in the future pass on your details to any person that needs advice.
Thank you both [Matt Hignett & Samantha Bound] for your help and advice, and for explaining everything in simple terms. 6 months ago I was expecting to work until I was 65, so to say your advice has been “life changing” certainly isn’t an understatement.
By offering professional advice from people who truly care, we have achieved an outstanding 97% client retention rate throughout the West Midlands, Cheshire and North Wales.
The Chester Office is on Nicholas Street. There are two advisers based here Matt Hignett, Nia Sterio and Rebecca Kjaedegaard.
We provide expert advice on pensions and investments. We manage our own risk rated portfolios including Ethical Investments.
Our aim is to provide a relationship you can trust.
Where to find us
Head office address: 20 Nicholas Street, Chester, CH1 2NX
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