With over 23 years of Financial Planning experience, Beaumont has helped people to plan for their financial future, giving peace of mind through robust planning and bespoke advice. We offer a range of financial management services that we would tailor to your goals and ambitions, as we understand that all clients are individuals. We can provide help with Pensions and all forms of Investment Advice.
Our carefully selected team of financial advisers based in Shrewsbury, Chester and Oswestry are dedicated to giving expert advice with no hidden surprises.
Being fully independent financial advisers means our advice is tailored specifically for you.
By building meaningful relationships, we have achieved an outstanding retention rate with clients across Shropshire, Cheshire and North Wales.
Pension advice tailored to you circumstances and objectives - at any time in life.learn more
Protection for you and your loved ones throughout life, long-term sickness and critical illness.learn more
Achieve your goals with the right advice from our experienced, independent advisers.learn more
Ensure your estate passes on to those you love after your death with our IHT services.learn more
Helping you achieve financial freedom with our expert advice and guidance.learn more
Through regular training, we ensure the highest standards of advice at all times, helping us to guarantee the best service possible.
Contact us to book your free consultation with one of our financial advisers.OUR PEOPLE
November 13, 2023
September 14, 2021
“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.”
“Matt 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, explains every option and gives the best advice for me. I 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 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.”
“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.”
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