Financial Planning Specialists

You may know someone who has a financial adviser or heard them talk about their financial plan. But what is financial planning?

Financial planning, put simply, is a clearly focussed ongoing plan for managing your finances with sensible decision making. These decisions are centred around your attitudes to expenditure, risk and ambitions for future goals.

A financial adviser can help you create a customised financial plan that meets your specific needs and goals. This may include creating a budget, developing an Investment strategy, helping with Retirement Planning with Pension Advice, and protecting assets through insurance. Our fully bespoke and tailored approach to financial planning takes a deep dive into your current financial situation, financial aspirations and goals and then we resurface with a financial plan best suited to you.

At Beaumont we understand that this may be a new process for you, our expert team will take time to get to know your current situation and explore the best opportunities to make your money work for you. There are many elements to financial planning that we can advise on which you may not yet have considered. Such as, how would you pay your household bills without an income or what happens to your money if you die prematurely. We are here to offer peace of mind for all your finances.

Financial planning gives you direction and meaning to all your financial decisions. Find out how we can help you, Get in touch with our team today.

“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.”

Graham, Wirral

“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.”

John, Ellesmere Port

“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.”

Kim, Wirral

“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.”

Tim, Worcester

Take the next step towards
better finances

Chester Office

20 Nicholas Street, Chester, Cheshire, CH1 2NX

01244 621762

Shrewsbury Office

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

01743 297751

Oswestry Office

21 Salop Road, Oswestry, Shropshire, SY11 2NR

01691 670524

Get in touch. We are here to help.

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