Beaumont Wealth
Here at Beaumont Wealth, our carefully selected team of male and female employed advisers offer independent expert financial advice with no hidden surprises.
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.
We can advise you on
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Pensions & retirement
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Pension consolidation
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Pensions & retirement planning
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Financial planning
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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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Offshore investments
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Socially responsible investments
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School fees planning
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Insurance & protection
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Income protection insurance
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Tax & trust planning
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Last authorised 26th October 2020
Meet our advisers
Mark Evans
Independent Financial Adviser
Qualifications & Accreditations
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Chartered Financial Planner (CII)
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Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.
Ross Willan
Independent Financial Adviser
Qualifications & Accreditations
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Dip PFS - Personal Finance Society Diploma (PFS)
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To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
What our clients say
Having being badly advised by a previous adviser Mark has returned our investments good health. I no longer need to worry.
Richard, Shrewsbury
Mark takes time to listen to me and understand my needs After 3 years I am really happy with the performance of my pension and the service I receive.
Rob, Oswestry
Mark has consistently helped me make the right choices during the 16 years he has been my adviser.
Simon, Bath
We’ve found Ross to be a well informed and approachable client advisor, who responds to our requests and explains the advice he gives.
Glyn, Wrexham
I transferred my financial affairs to Beaumont Wealth 12 months ago. I wanted a Financial Adviser who was easy to contact and communicate with via phone or email and someone who could provide face-to-face meetings as required. Ross meets all the criteria. Ross arranged the smooth transfer of my investments and continues to provide excellent advice.
David, Shifnal
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.
Carol, Wrexham
About us
The Oswestry Branch is based on Salop Road next to the central car park. Two advisers Mark Evans, Ross Willan are based here and provide a friendly and professional service.
Our services
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: 21 Salop Road, Oswestry, Shropshire, SY11 2NR
Service coverage
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
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Telephone
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Online (Live chat, video, email)
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Face to face
Compliance
We have a full time compliance manager Simon Owen ably supported by external compliance consultants.
