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%
We can advise you on
Pensions & divorce
Pensions & retirement planning
ISA / Unit Trusts / OEICs
Investing for income
Socially responsible investments
School fees planning
Income protection insurance
Last authorised 8th August 2022
Meet our advisers
Mr Mark Evans
Managing Director & Chartered Financial Planner
Qualifications & Accreditations
APFS - Associate, Personal Finance Society (PFS)
To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
Mr Paul Carpenter
Independent Financial Adviser
Qualifications & Accreditations
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
What our clients say
"Mark and his team have consistently provided excellent service and ensured that at all times up to date financial information and advice was made available in clear reports or using secure information portals."
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.
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.
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
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 Shrewsbury Office is based in Abbey Foregate. Mark Evans and Paul Carpenter are based here to 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: Suite 1, Observer House,, Abbey Lawn, Abbey Foregate, Shrewsbury, SY2 5DE
Minimum wealth (income/assets)
Minimum pension value
Online (Live chat, video, email)
Face to face
We have a full time compliance manager Simon Owen ably supported by external compliance consultants.