Response rating
10/10
FCA verified
20th November 2017

Beaumont Financial Planners Ltd

Independent Financial Adviser Beaumont Financial Planners, 21 Salop Road, Shropshire, Oswestry, SY11 2NR
First meeting at adviser's own cost
We provide a friendly and professional service from our Oswestry and Chester Offices.. We take you into account.
We can advise you on
    • Corporate pension
    • Wealth management
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Critical illness
    • Large business
    • Life insurance
    • Small business
    • Lump sum
    • Regular savings
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Thomas Parmiter
IFA
Mark Evans
IFA
Accreditations
Chartered Financial Planner
Matt Hignett
IFA
What our clients say
What were the circumstances that caused you to look for an IFA? Reviewing my pension arrangements. How did Beaumont Financial help you? Put all my pensions in a lump sum and hopefully they will gain the most interest. What is your current situation? Have you seen the outcome you were hoping for? The value is increasing but we will have to wait for the final outcome. What could they have done better? Don't think there was anything further to improve
David, Flintshire
What were the circumstances that caused you to look for an IFA? I was approaching retirement and realising that as my understanding of finance was very limited, I needed some very clear advice. Mark Evans was recommended to me by my accountant Andrew Clarke. How did Beaumont Financial help you? Mark Evans has been my financial advisor for at least the last ten years. During that time Mark has given me consistently sound advice with very clear explanation on investments and the setting up of my pension. What is your current situation? Have you seen the outcome you were hoping for? Yes and in many cases my expectations have been exceeded. What could they have done better? Spoken slightly slower.
David, Shropshire
What were the circumstances that caused you to look for an IFA? Mark was recommended by the company that I work for. I needed good clear advise on my finances, which I had never had before!. How did Beaumont Financial help you? I now have very clear paperwork from Mark and the staff in his office. we have regular meetings to discuss investments. My money has grow at a very good rate during our time together. What is your current situation? Have you seen the outcome you were hoping for? We are on track with our predictions for my retirement. What could they have done better? I am total satisfied with all of my dealings with Mark and his office
Anthony, Shropshire
What were the circumstances that caused you to look for an IFA? My wife and I originally sought pension advice. Mark Evans took over the servicing of our files following the departure of our adviser from the same firm. How did Beaumont Financial help you? Mark Evans instantly showed that he understood our needs and wishes and we felt able to place our complete confidence in him. We felt extremely comfortable, especially when he was able to guide us further in additional areas. What is your current situation? Have you seen the outcome you were hoping for? Yes. Mark Evans introduced me to a pension provider with whom I have happily stayed and when we needed funds for a house extension Mark found us a good 10-year mortgage which has now been discharged after a painless term and one which, owing to the national economic situation, turned out to be a very advantageous one as well. What could they have done better? Nothing, really. We realise that our account is one of the smaller ones in Mark Evans' portfolio but as his firm has grown this has in no way affected the level of service and approachability we have experienced from the outset. He has time for "the small man" and in our particular circumstances we appreciate his readiness to make home visits when preferred.
Roy, Shropshire
What were the circumstances that caused you to look for an IFA? As a retired single lady I needed my inheritance from my parents to last me through my retirement. How did Beaumont Financial help you? After ten years of living comfortably my capital is much the same as when we started. What is your current situation? Have you seen the outcome you were hoping for? Absolutely, and he explains everything so well. What could they have done better? he has done all that I needed.
Julia, Shropshire
What were the circumstances that caused you to look for an IFA? Needed to plan for retirement. How did Beaumont Financial help you? Explained the various factors involved to enable me to make an informed decision as to my future financial planning. What is your current situation? Have you seen the outcome you were hoping for? My retirement savings are growing.
Rob, Oxfordshire
What were the circumstances that caused you to look for an IFA? Wanted to consolidate multiple existing work & private schemes into one SIPP. How did Beaumont Financial help you? Along with his very efficient office admin staff, he managed the transfer smoothly & recommended a balanced portfolio for my SIPP. He devoted time in the initial meetings to really understand my personal situation & risk profile. What is your current situation? Have you seen the outcome you were hoping for? Yes in terms of the profile of the portfolio he has recommended, but with the recent turbulent economic climate I have not seen the returns I would have liked. What could they have done better? Slow the pace of review meetings. I know Mark appreciates that I have a reasonable financial understanding through my occupation, but sometimes I feel it would help to take it slower, just to be sure we have covered all angles. My mind perhaps doesn't work as swiftly as Mark's!
Gareth, Powys
What were the circumstances that caused you to look for an IFA? Had a number of pensions set up with different providers and some savings accounts earning very little interest. Wanted advice on how to get everything in one place and make my money start working for me. How did Beaumont Financial help you? Mark helped me get all my pensions in one easily manageable and trackable set up so I knew where I was. Also assisted with getting my savings in a more tax efficient arrangement. What is your current situation? Have you seen the outcome you were hoping for? I'm more relaxed and no longer stressing about tracking my investments and pensions. I feel more confident in my retirement plans. What could they have done better? Nothing really. Explained whole process well and is always available if I need advice. I'm very happy with the outcome
Martin, Shropshire
What were the circumstances that caused you to look for an IFA? Looking to combine/rationalise a number of small pensions into a single package. How did Beaumont Financial help you? Gave advice and made the process possible. What is your current situation? Have you seen the outcome you were hoping for? yes.
David, Shropshire
What were the circumstances that caused you to look for an IFA? I had a number of 'paid up' pension funds with different providers that were no longer being actively managed and were originally with companies that no longer exist. I was worried they would not allow benefits under the new Pensions Options and wanted to combine them into one 'pot' that would be managed effectively, and provide a platform to invest more into that pot in the future. How did Beaumont Financial help you? Although I suspect my pension pot is relatively small compared to many, Mark spent time in looking at the options, considering my approach to risk and was open and transparent with his fee structure and on-going management costs. I was confident that he was giving good advice and was happy to take that advice. He was very clear in describing how the process worked and which funds he would recommend putting the pension fund into and why. What is your current situation? Have you seen the outcome you were hoping for? I am confident that Mark's on-going management of my investments and pensions will reap benefits in the future and help me achieve my retirement goals.
Neil, Shropshire
What were the circumstances that caused you to look for an IFA? Dissatisfaction with the way a previous pension fund was performing. How did Beaumont Financial help you? Providing clear advice based on discussing the options. Subsequently he has also advised on the investment of a capital sum. Again this was done on the basis of a clear discussion of the options and agreeing that a lower risk profile was appropriate for this investment. What is your current situation? Have you seen the outcome you were hoping for? Yes - a SIPP was set up and has performed very well over the last years.
Gareth, Shropshire
What were the circumstances that caused you to look for an IFA? That time in life when the big items were no longer taking the majority of your income. So sound financial advice was paramount to enable ( as far as possible ) a worry free retirement. We are happy to say Mark Evans has, and we are sure will continue to ensure this is the case. How did Beaumont Financial help you? With very sound financial advice in all areas relating to investments. The advice given was always with our best long term interest in mind. What is your current situation? Have you seen the outcome you were hoping for? We have, and in most cases surpassed our expectations. What could they have done better? Very little if we were to be very critical. The only area would be when the financial markets take fright, then we would appreciate Mark being proactive with some accurate and hopefully soothing comments.
Anthony, Shropshire
What were the circumstances that caused you to look for an IFA? I was facing some complicated Financial Issues I really didn't understand and also wanted to making sure my pension is suitable for when I reach retirement. How did Beaumont Financial help you? Mark explained things in simple terms he was patient and understanding and helped me understand and put a plan in place in order to achieve my goals. What is your current situation? Have you seen the outcome you were hoping for? Yes everything is working well from my investments point of view, and the plan we put together is helping put my pension in order for my retirement.
Steven, Shropshire
What were the circumstances that caused you to look for an IFA? Need for professional advice. How did Beaumont Financial help you? He understood our needs and gave us good advice. What is your current situation? Have you seen the outcome you were hoping for? Yes.
Michael, Shropshire
What were the circumstances that caused you to look for an IFA? I had money to invest after the sale of a property. How did Beaumont Financial help you? Provided clear advice. What is your current situation? Have you seen the outcome you were hoping for? Very pleased with my returns.
Mike, Cheshire
What were the circumstances that caused you to look for an IFA? Previous adviser caused the loss of a substantial part of our pension pot. How did Beaumont Financial help you? By wise counsel to try and recuperate our losses before retirement. What is your current situation? Have you seen the outcome you were hoping for? Yes. What could they have done better? Always keep things simple and so be able to communicate what the investments are about so normal folk can understand. Try not to speak too quickly and be prepared to repeat important facts.
Richard, Shropshire
What were the circumstances that caused you to look for an IFA? To organise my pensions. How did Beaumont Financial help you? Explained my options clearly and set out an action plan. What is your current situation? Have you seen the outcome you were hoping for? Yes, my pensions are on track. What could they have done better? Nothing I can think of
Jon, Shropshire
What were the circumstances that caused you to look for an IFA? We needed advice on our savings and personal pension pots. How did Beaumont Financial help you? He sorted all our small pensions into one useful pension and advised on the best investments for our needs. What is your current situation? Have you seen the outcome you were hoping for? Yes, we have achieved a reasonable pension in difficult times. What could they have done better? We cannot suggest any other outcome
Graham, Shropshire
What were the circumstances that caused you to look for an IFA? I had a variety of works pensions & required them to consolidated. How did Beaumont Financial help you? I handed all the paperwork I had over to Mark & in 3 weeks he had a proposition for me. What is your current situation? Have you seen the outcome you were hoping for? I certainly have with a good tax free payment & a monthly pension. What could they have done better? I cannot find any fault with their work
John, Shropshire
What were the circumstances that caused you to look for an IFA? I wanted to ensure I am maximising my pension investment pot as I was not happy with current performance. How did Beaumont Financial help you? he was objective in his advice and seems to have extensive knowledge of this part of the sector which gave me confidence to move ahead with him. What is your current situation? Have you seen the outcome you were hoping for? yes, returns are more in line with expectations now.
Peter, Flintshire
What were the circumstances that caused you to look for an IFA? I needed to manage my money more efficiently!. How did Beaumont Financial help you? Mark has assisted me in amalgamating my various investments and has helped me plan out my future investment portfolio. What is your current situation? Have you seen the outcome you were hoping for? To date yes and a little more in a difficult market. What could they have done better? Not much to be fair it's a very professional service.
Steve, Shropshire
What were the circumstances that caused you to look for an IFA? Received an inheritance and was not sure how best to invest the money. Also had a pension I was unhappy with. How did Beaumont Financial help you? Mark was very helpful and sorted everything. The whole process went smoothly and was all arranged very quickly. What is your current situation? Have you seen the outcome you were hoping for? Definitely. I am very happy with the returns I have seen. What could they have done better? Nothing I can think of. Mark is always contactable and his team deal with any queries I have efficiently. I have yearly reviews and am very happy with the service
Leanne, Shropshire
Where to find us
About us

Based in Oswestry and Chester we are Independent Financial Advisers. The practice was established over seventeen years ago by Mark Evans who is a Chartered Financial Adviser and has a wealth of experience in dealing with all financial planning both for private and corporate clients. We specialise in pensions, investments and wealth management while employing a holistic view to overall financial planning through dealing with all your financial needs. We provide an on-going personal service so that you have one point of contact for all your financial needs. What matters most to us is building a relationship with you in order to achieve your financial ambitions and dreams. We simply provide the tools and advice needed for you to reach the financial freedom you deserve while maintaining a level of risk appropriate to your personal situation.
We will regularly review your investments with you and discuss any matters on a one to one basis.

Our aim is to provide a relationship that you can trust.

Our services

Our aim is to identify financial solutions that best match your needs. We take into account all financial situations and employ the most tax efficient and financially advantageous solution dependent on each individuals risk profile. We love what we do and want to ensure that every single person we see enjoys the most relaxed and worry free future as they are content in the knowledge their financial freedom is protected by specialists in their profession. That's what we do really well and what inspires us to continue delivering the great client service standards we pride ourselves on.

Advice methods
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    Face to face
Special offers
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Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Compliance

This content is for information purposes only and does not constitute advice

Beaumont Financial Planners Limited is authorised and regulated by the Financial Conduct Authority. Beaumont Financial Planners Limited is registered in England. Registered address - Emstry House North, Sitka Drive, Shrewsbury Business Park, Shrewsbury, Shropshire, SY2 6LG. Registration number 08707394. FCA registered number 772710.

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