Beaumont Wealth provides independent financial advice in Wirral, including financial planning, wealth management and retirement advice.
We support individuals and families across the Wirral with clear, long-term financial guidance. Our experienced financial advisers and chartered financial planners deliver transparent advice to help you make confident decisions about your future.
With over 25 years of experience, we work with clients across Wirral, Merseyside, and Cheshire, offering meetings from our Chester office, remote consultations, or if preferred, we can meet you in the comfort of your home.
Whether you are planning for retirement, managing investments, or looking to grow and protect your wealth, our independent advisers create tailored financial plans aligned with your long-term goals and provide ongoing support as your circumstances evolve.
We are proud to receive positive feedback from clients who value our clear, independent advice and personalised service. Many of our clients come to us through recommendations and long-standing relationships built on trust.
Financial planning brings together every aspect of your finances to create a clear strategy for achieving your goals. Our advisers help you understand your current position and put a structured approach in place to build wealth, prepare for retirement, and manage financial risk.
Our financial planning process is designed to give you clarity at every stage, from initial discussions through to implementation and ongoing reviews.
Understanding your pension options is essential for long-term financial security. Our advisers provide pension planning support, helping you review existing arrangements, consolidate plans where appropriate, and align your pensions with your retirement goals.
Where needed, we can also support more complex requirements such as pension transfers and personal or company pension plans.
Find out more about pension advice
Planning for retirement is one of the most important financial decisions you will make. We provide retirement planning and retirement savings advice, helping you create a sustainable income and explore suitable options to support your desired lifestyle in later life.
Learn more about retirement planning
Our investment advice and investment planning services are tailored to your personal goals, time horizon and attitude to risk. We build diversified portfolios using carefully selected investment strategies and opportunities, helping you grow your wealth while managing risk effectively.
Later life planning focuses on maintaining financial independence as circumstances change. Our advisers help you plan ahead, manage retirement income, and make informed decisions about your financial future with confidence.
Inheritance Tax planning is an important part of effective estate planning. Our advisers provide tax planning and tax-efficient strategies, including tax and trusts advice, to help reduce liabilities and ensure more of your wealth is passed on to future generations.
We also offer integrated tax and estate planning to help structure your wealth efficiently over the long term.
Financial decisions during divorce can have long-term consequences. Our advisers work alongside you and your legal advisers to help you understand your options and achieve a fair and sustainable financial settlement.
We work with clients across the Wirral Peninsula, including Birkenhead, Heswall, West Kirby, Hoylake, Wallasey, Bebington, and Bromborough. Clients can meet with our advisers at our Chester office or arrange remote consultations, depending on what suits them best.
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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With over 25 years of experience, Beaumont Wealth provides fully independent, whole-of-market advice. Every recommendation is based solely on what is best for your circumstances and long-term goals.
We believe financial advice should be straightforward and easy to understand. Our advisers explain everything in plain English and are fully transparent about fees, so you always know where you stand.
No two financial journeys are the same. We take time to understand your priorities before creating a plan designed specifically for you and your future.
We build lasting relationships with our clients through honest advice, consistent support, and a commitment to acting in your best interests. Our reputation across Wirral, Cheshire, Shropshire, and North Wales is built on trust, reliability, and results.
Our relationship with you doesn’t stop once your plan is in place. We provide ongoing support through regular reviews to ensure your financial strategy remains aligned with your goals as circumstances and markets change. Whether you prefer to meet in person, speak over the phone, or connect online, our team is always available to provide guidance, answer questions, and help you stay on track with your financial plans.
Our success is built on our people. Beaumont Wealth’s team of experienced independent financial advisers is supported by skilled paraplanners and a dedicated client support team who work together to deliver high-quality financial advice and service.
We are committed to ongoing professional development to ensure our advisers provide up-to-date guidance and the highest standards of financial planning.
Based in our Chester office, Ben Nuttall looks after clients across the Wirral. He’s a fully Chartered Financial Planner with over eight years of experience in the financial sector.
Before joining us, Ben gained valuable experience as a financial adviser, earning a reputation for making complex financial decisions easier to understand and navigate.
That’s what you can expect when you work with Ben.
If you are looking for independent financial advice in the Wirral, Beaumont Wealth is here to help.
You can speak to one of our experienced advisers to discuss the following:
To get started, contact our team to arrange an initial consultation.
Phone: 01244 621762
Consultation: Book an appointment with one of our advisers
Contact: Complete our online contact form, and a member of our team will be in touch.
Our nearest office for clients in Wirral is in Chester, providing convenient access for face-to-face meetings. We also offer remote consultations for clients across the Wirral Peninsula or, if preferred, we can meet in the comfort of your home.
Chester Office
20 Nicholas Street
Chester
Cheshire
CH1 2NX
Telephone: 01244 621762
Opening Hours:
Monday – Friday: 9:00am – 5:00pm
The office is easily accessible from Wirral via the M53 and surrounding road networks. Parking is available nearby, making it convenient for face-to-face meetings with your adviser.
Our advisers support clients across Wirral with financial planning, retirement and pension advice, investment management, Inheritance Tax planning and wealth management services, all tailored to individual goals.
Yes. Our advisers are fully independent, meaning we recommend solutions from across the whole market based on what is best for your circumstances.
Your initial meeting is an opportunity to discuss your financial situation, goals, and priorities. We explain how we work, answer your questions, and outline the next steps for creating your financial plan.
Look for an adviser who is independent, experienced, and willing to understand your goals. Clear communication, transparency on fees, and a long-term approach are all important factors
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