We offer full holistic advice. At the heart of most financial plans is 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.
We believe that every client is an individual and we take time to get to know you and your objectives for your finances and your financial future.
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.
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.”