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.
The desire to have a better understanding of what your finances are likely to look like in the future or simply wanting to grow your money are what we are here for. 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.
For you and your family, having a financial plan can never be too late. At Beaumont Wealth we understand that this may be a new process for you and our expert team 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.
Pension advice tailored to you circumstances and objectives - at any time in life.FIND OUT MORE
Protection for you and your loved ones throughout life, long-term sickness and critical illness.FIND OUT MORE
Achieve your goals with the right advice from our experienced, independent advisers.FIND OUT MORE
Ensure your estate passes on to those you love after your death with our IHT services.FIND OUT MORE
“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.”
“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.”
“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.”
“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.”