Beaumont Wealth

Independent Financial Adviser  21 Salop Road, Oswestry, Shropshire, SY11 2NR
First meeting at adviser's own cost
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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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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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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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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School fees planning
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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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Estate planning
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Corporate pension
Response rating
7.0/10
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FCA authorised
Last authorised 14th September 2020
Meet our advisers
Mark Evans
Independent Financial Adviser

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

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

David Gaweda
Independent Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

What our clients say
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
Having being badly advised by a previous adviser Mark has returned our investments good health. I no longer need to worry.
Richard, Shrewsbury
Mark has consistently helped me make the right choices during the 16 years he has been my adviser.
Simon, Bath
About us

The Oswestry Branch is based on Salop Road next to the central car park. Three advisers Mark Evans, Ross Willan and David Gaweda 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
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.

Response rating
7.0/10
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FCA authorised
Last authorised 14th September 2020

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