Investment Advisory Services

Our philosophy is helping our clients achieve financial freedom, to help free you from financial worries either by providing a one off piece of advice to look at a specific issue or by providing a lifelong ongoing service to put plans in place and keep those plans on track.

Investing is an essential part of building wealth and achieving financial goals. However, with so many investment options and strategies available, it can be challenging to know where to start and how to make informed decisions. This is where seeking investment advice comes in.

At the core of most financial plans is a solid investment strategy, especially when it comes to planning for retirement. Our team offers comprehensive advice that takes into account your specific needs and goals, including the importance of pensions.

We offer full holistic advice including looking at an investment plan. This may be to work with you during an accumulation phase of your life where you are saving for a specific reason, often for retirement but also for specific capital expenses such as university fees or helping your children in the longer term buy their first home.

Your financial adviser will have an initial conversation with you to understand your situation including things you may not have considered before, such as your emotional attitude to risk, your capacity for loss, any ethical preferences of where you would like your money to be invested and the amount of time you have to invest the money before you may need to draw from the fund. These are just a few of the considerations that your adviser will make before deciding on the right investment for you. Crucially the investment advice is tailored to your objectives.

We are committed to using tax efficient investment products which meet your needs and whilst you will pay the correct amount of tax, we work hard to use your allowable allowances such as income tax or capital gains tax allowances to minimise the amount of tax you will pay. There are multiple products we use to allow us this flexibility. Often clients will have a general investment account an ISA a pension and perhaps an investment bond. We structure these in a way which is clear, transparent and easy to understand, we have the flexibility and experience to create a sophisticated plan to meet your needs, if you choose our ongoing service we will regularly review your plans with you to help keep things on track and make any changes as necessary.

By working with a financial adviser, you can set realistic financial goals, manage investment risks, stay informed about market trends, save time, and plan for retirement. To ensure you receive reliable and trustworthy investment advice, it’s important to work with a qualified financial professional who has the appropriate credentials and expertise. See our people.

To arrange a free initial consultation in one of our offices or in the comfort of your own home, 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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