We are an Oswestry, Shropshire based firm of Independent Financial Advisers focused on assisting the needs of local people and businesses.
Founded and led by Mark Evans, a fully qualified Independent Financial Adviser and Chartered Financial Planner, Beaumont has grown to deliver unrivalled levels of service to our clients, many of whom have trusted us to look after their finances for over 15 years.
We employ salaried, fully qualified, trained advisers – not commission-hungry staff who are incentivised to ‘sell’. No call centres, no ‘product’ sales, no smoke and mirrors – You enjoy a ‘one stop shop’ for your financial questions, delivered by people you get to know, like and trust, and who take the time to get to know you, your approach to your finances, and your financial aspirations inside-out.
Specialising in advice for directors, business owners and private clients we enjoy a client retention rate of over 97% year-on-year – testimony to our unique approach and levels of service and client satisfaction.
The content of this page is for information purposes only and does not constitute advice
Beaumont Financial Planners Ltd is authorised and regulated by the Financial Conduct Authority. Company registered in England number 8707394.
Registered address - Emstrey House North, Shrewsbury Business Park, Shrewsbury, Shropshire, SY2 6LG.
FCA registered number 772710. FCA website
To be the number one choice for independent financial advice across all financial services. Investing our client funds with integrity, honestly and professionalism to maximise long term returns in the most tax efficient manner while delivering exceptional client service every step of the way.
Beaumont Financial Planners Ltd
Director: Mark Evans
Head Office: 21 Salop Road, Oswestry, Shropshire, SY11 2NR
Oswestry: 01691 670524
Shrewsbury: 01743 297751
Chester: 01244 621762
Registration number 08707394
FCA registered number 772710
Registered address - Emstrey House North, Shrewsbury Business Park, Shrewsbury, Shropshire, SY2 6LG.
Terms of Business: https://www.beaumont-financial.co.uk/terms-of-business/
• Investment Advice
• Pensions & Retirement Planning
• Estate Planning
• Personal Protection
• Business Protection
• Cash Flow Modelling
• Ongoing Portfolio Reviews
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