Independent Financial Planners in Oswestry
Our team of Independent Financial Advisers and Paraplanners in Oswestry offer expert, bespoke advice with an excellent level of customer service. We are available to help whenever and however you need us. Our experts are fully set up for face-to-face, telephone and video calls to suit your preferences, at a time that works best for you.
We offer a free, no-obligation consultation and our areas of expertise cover your lifetime financial planning needs. So, if you need up to date independent advice or your financial situation has changed please speak to our Oswestry team. Our areas of expertise are;
- Pensions & Retirement Planning
- Estate Planning & Inheritance Tax
- Life & Protection Insurance
We offer a staged approach to give you the best advice. We take the time to fully understand your needs, finances and attitudes to risk. At Beaumont Wealth, we understand that you want more than options and we work our hardest to get you solutions tailored to your needs.
By selecting to speak to our Oswestry team you will have access to our highly skilled and experienced independent financial advisor team. We will utilise our specialist knowledge to offer solutions that work in your best interests at every stage of your financial lifetime journey.
Oswestry is a quaint market town and the third largest in Shropshire. Our team have extensive knowledge of the town and have advised people in the area for over 20 years. If you’re looking for an independent financial advisor Oswestry, get in touch.
Our Oswestry Office is situated conveniently on Salop Road close to the centre of this quaint and thriving market town. Parking for clients is available at the rear of the offices on the central town car park.