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%
We can advise you on
check
Pensions & retirement
chevron_up
check
Pension consolidation
check
Pensions & retirement planning
check
Financial planning
chevron_up
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Offshore investments
check
Socially responsible investments
check
School fees planning
check
Insurance & protection
chevron_up
check
Income protection insurance
check
Tax & trust planning
chevron_up
check
Long Term Care
chevron_up
Last authorised 13th September 2021
Meet our advisers
Mr Matthew Hignett
Director/Independent Financial Adviser
Qualifications & Accreditations
chevron_up
APFS - Associate, Personal Finance Society (PFS)
chevron_up
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 Robbie Davies
Independent Financial Adviser
Qualifications & Accreditations
chevron_up
Dip PFS - Personal Finance Society Diploma (PFS)
chevron_up
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."
Tim S, Worcester
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
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.
Kim, Wirral
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.
David, Shrewsbury
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.
Graham, Wirral
About us
We are based at Booth Park on Chelford Road. Matt Hignett and Robbie Davies is based there to offer professional and friendly independent advice.
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: Springwood, Booths Park, Chelford Road, Knutsford, WA16 8GS
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Advice methods
-
Telephone
-
Online (Live chat, video, email)
-
Face to face
Compliance
We have a full time compliance manager Simon Owen ably supported by external compliance consultants.
