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.
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.
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.
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.
Mark has consistently helped me make the right choices during the 16 years he has been my adviser.
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.
We’ve found Ross to be a well informed and approachable client advisor, who responds to our requests and explains the advice he gives.
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 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.
Ross made contact and arranged a home visit to discuss our requirements.
My wife and I discussed three requirements; to invest some of our savings, to study our pensions and discuss options, to help arrange a will for my wife and myself.
Ross arranged the investment last December in a timely and professional manner.
We are happy with Ross as our representative he has always responded in a timely professional manner.
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.
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
We offer a specialist advised service covering all your options at retirement, including Annuities, Flexible Drawdown, and Defined Benefit transfers. We also offer a full financial planning service incorporating Inheritance Tax Planning, Investment Advice
We are a family-run firm offering expert, personalised financial advice for you and your family. With advisers based in Wrexham, Wirral and Manchester, we service clients across the whole of the North-West and North Wales.
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