About us

Home / About Us

We take managing your finances seriously and for over 23 years our highly qualified expert independent advisers have been helping clients achieve their goals through our exceptional service.

Managing your finances can be difficult, Our wealth management services include Pension advice, Investment advice, Inheritance Tax Planning, Later life planning and Financial planning. With over 23 years of experience our highly qualified expert independent advisers have been helping clients achieve their goals through our exceptional service.

At Beaumont we pride ourselves on the long-lasting relationships we have built with clients and throughout our wealth management service we can maintain a clear roadmap to help them achieve their goals.

We are extremely proud of the team we have built, and by offering professional advice from people who truly care, we have achieved an outstanding retention rate with our clients throughout the Cheshire, Shropshire, The Midlands and beyond.

Get in touch with our team today to arrange your free initial consultation

Meet the Team

Mark Evans

Managing Director & Chartered

Financial Planner, APFS

 

Matt Hignett

Director & Chartered Financial

Planner, FPFS, SOLLA

Ross Willan

Independent Financial

Adviser, DipPFS

Nia Sterio

Independent Financial

Adviser, DipPFS

Paul Carpenter

Independent Financial Adviser,

Chartered MCSI, DipPFS

Samantha Bound

Paraplanner, DipPFS

Amy Bingham

Paraplanner, DipPFS

Claire Evans

Office Manager and PA

Stuart Davies

Client Manager

Henrietta McKnight

Client Manager

Julia Nethercott

Paraplanner, DipPFS

Bella Davies

Administrator

Elliott Russell

Trainee Paraplanner

Take the next step towards
better finances

Chester Office

20 Nicholas Street, Chester, Cheshire, CH1 2NX

01244 621762
DIRECTIONS

Shrewsbury Office

Suite 1, Observer House, Abbey Foregate, Shrewsbury, SY2 5DE

01743 297751
DIRECTIONS

Oswestry Office

21 Salop Road, Oswestry, Shropshire, SY11 2NR

01691 670524
DIRECTIONS

Get in touch. We are here to help.

Contact us form

"*" indicates required fields