How can we help?
With over 23 years of wealth planning experience, Beaumont Wealth has helped countless people plan for their financial future, giving peace of mind through robust planning and bespoke advice. We offer a range of financial management services that we would tailor to your goals and ambitions, as we understand that all clients are individuals. We can provide help with pensions and all forms of investment advice, as well as general wealth planning.
Our carefully selected team of financial advisers based in Shrewsbury, Chester and Oswestry are dedicated to giving expert advice with no hidden surprises. By building meaningful relationships, we have also achieved an outstanding retention rate with clients across Shropshire, Cheshire and North Wales.
Being fully independent financial advisers means our advice is tailored specifically for you. Through regular training, we ensure the highest standards of advice at all times, helping us to guarantee the best service possible.
Contact us to book your free wealth planning consultation with one of our financial advisers.
Pensions
Pension advice tailored to you circumstances and objectives - at any time in life.
learn more
Later Life Planning
Protection for you and your loved ones throughout life, long-term sickness and critical illness.
learn more
Financial Planning
Achieve your goals with the right advice from our experienced, independent advisers.
learn more
Inheritance Tax
Ensure your estate passes on to those you love after your death with our IHT services.
learn more
Investment Advice
Helping you achieve financial freedom with our expert advice and guidance.
learn more
