Ranked 6th in the FT Adviser Top 50 Boutique Financial Advisers 2025
recognised nationally for the quality of advice and client service we deliver in Chester, Cheshire, and beyond.
Welcome to Beaumont Wealth Chester — your local, independent financial advisers serving individuals, families, and business owners across Chester, The Wirral and Cheshire.
With over 25 years of experience, we combine professional expertise with personal service to help you build, protect, and enjoy your wealth. Our advisers take time to understand your goals, creating clear, personalised strategies for retirement, investments, and long-term financial planning.
As part of the local community, we’re proud to support clients from Hoole, Handbridge, Upton, Boughton, and the wider Cheshire region. Choosing Beaumont Wealth means working with a dedicated, chartered team who are as invested in your success as you are — offering trusted, independent advice that brings confidence and peace of mind.
Ready to talk about your goals? Chat with one of our Chester financial advisers today.
Based in our Chester office, Ben Nuttall looks after clients across Chester and the surrounding areas. He’s a fully Chartered Financial Planner with over eight years of experience in the financial sector.
Before joining us, Ben built a strong track record as a financial adviser, developing a reputation for bringing clarity to complex financial decisions making the process straightforward from start to finish.
That’s exactly what you can expect when you work with Ben.
Planning for retirement is one of the most significant financial decisions you’ll make. Our Chester advisers work with you to build a personalised retirement plan — from maximising pension contributions and managing drawdown to balancing income needs with long-term security. Whether retirement is decades away or just around the corner, we help you get there with clarity and confidence.
From consolidating multiple pension pots to reviewing defined contribution plans and exploring pension transfer options, our Chester team provides clear, regulated pension advice tailored to your circumstances. We assess your existing arrangements, identify gaps, and help you make the most of your allowances in a tax-efficient way.
At Beaumont Wealth Chester, our clients are at the heart of everything we do.
As chartered financial planners, we uphold the highest professional standards, guided by a clear code of conduct that ensures every recommendation is made with your best interests in mind.
We take a collaborative approach — working alongside you as a genuine partner to understand your needs, goals, and ambitions. Every client relationship is built on integrity, transparency, and sound judgement, with open communication and full responsiveness to your queries at every stage.
Our mission is simple: to deliver expert, personalised advice that earns your trust today and strengthens your financial confidence for the future.
Our office is open by appointment for in-person consultations. We also offer secure online video meetings for your convenience — whichever works best for you.
Simply enter a few details below (which we will not share) and a member of our dedicated team will be in touch to discuss the most suitable next steps.
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Start your financial journey today with Beaumont Wealth Chester.
Call 0330 124 7860 or complete the form above to speak with one of our advisers. Beaumont Wealth — experienced yet friendly, expert yet understandable
Choosing the right financial adviser is an important decision.
At Beaumont Wealth Chester, we build long-term relationships founded on trust, transparency, and results.
Why clients choose us:
When you work with Beaumont Wealth, you gain more than advice — you gain a dedicated partner focused on your long-term success and peace of mind.
Find out how our Chester advisers can help — get in touch today.
Our comprehensive wealth management services in Chester are designed to optimise and protect your assets. We’ll help you make informed, tax-efficient decisions that align with your personal goals and risk tolerance — from investment strategy and portfolio reviews to estate planning.
Your retirement should be rewarding and worry-free. We work with you to create a realistic, sustainable plan that reflects your aspirations — ensuring your pension advice and investments support the lifestyle you want after work.
Thinking ahead ensures your loved ones benefit from your hard work. Our advisers help you navigate Inheritance Tax and estate planning in a way that preserves your wealth and minimises tax liability.
Whether you’re making your first investment or managing an existing portfolio, we’ll help you build a balanced strategy that grows your wealth responsibly. Our independent status means our recommendations are always made with your best interests in mind.
Running a business brings unique financial challenges. From tax-efficient profit extraction to pension planning and succession strategies, our advisers support you at every stage of your business journey — ensuring your personal and corporate finances work together seamlessly.
Our Chester office is conveniently located and serves clients across the city and nearby communities throughout Cheshire and North Wales.
Our Chester advisers also work with clients from nearby areas, including:
For those based further south or west, Beaumont Wealth also has offices in Oswestry and Shrewsbury, offering the same independent, professional advice closer to home.
We’re proud to support clients across Chester, Cheshire, Shropshire and North Wales with trusted, independent financial advice.
Find your nearest office or contact our Chester team today.
Beaumont Wealth is authorised and regulated by the FCA.
As independent financial advisers, we provide clear guidance you can trust.
Our fees are transparent, our advice is pressure-free, and your best interests always come first.
The truth is, it’s never too early to take control of your finances. The key to good financial planning is starting before life gets complicated — when you have the time and flexibility to make confident, informed decisions.
Many clients come to us once they’re established in their career, earning a steady income, or ready to set long-term financial goals. Others contact us when buying a property, receiving an inheritance, planning for retirement, or looking to invest for the first time.
Whatever stage of life you’re in, our independent financial advisers in Chester can provide personalised guidance to help you make the most of your current position — and plan wisely for the future.
Take the first step — get in touch today.
Your goals. Your plan. Your future. Connect with our Chester advisers today for expert, personalised wealth management that works for you.
Talk to a Chester adviser today
Do you have an office in Chester?
Yes — our Chester office is conveniently located for clients across Cheshire and North Wales. Get in touch to arrange to meet with one of our local advisers.
Are your financial advisers independent?
Yes. We’re not tied to any provider, so every recommendation is based solely on what’s best for you.
Do you offer a free first meeting?
Absolutely. Your initial consultation is free and without obligation.
Can you review my existing pensions or investments?
Yes — we’ll review what you already have and ensure it supports your current and future goals.
What does later life financial planning include?
Later life planning helps you prepare for retirement and beyond — from cash flow modelling and pension planning to long-term care and inheritance tax planning. We work with you to build a sustainable life plan that supports both your lifestyle and your loved ones.
How can I make sure my wealth is passed on efficiently?
Our advisers provide tailored Inheritance Tax and legacy planning advice to help you protect your assets and pass on wealth in the most tax-efficient way possible. This includes reviewing your investments, pensions, and estate structure to align with your family goals.
Do you offer advice on pensions and divorce or tracing a lost pension?
Yes — we can assist with pensions and divorce, ensuring fair settlements, and we also help clients trace lost or old pensions. We’ll review your overall financial affairs to make sure everything contributes to long-term financial security.
How often should I review my later life or retirement plan?
We recommend an investment review service at least once a year to ensure your plan remains aligned with your circumstances, market conditions, and goals as life evolves.
Have more questions? Get in touch with our Chester team.
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