How can we help?
With over 23 years of wealth planning experience, Beaumont Wealth’s independent financial advisors have helped countless people plan for their financial future, giving peace of mind through robust planning and bespoke financial advice. We offer a range of financial services and advice, and products that we would tailor to your goals and ambitions, as we understand that all clients are individuals. We can provide help with pensions, including benefit pension planning, annuities, and all forms of investment advice, as well as general wealth planning.
Our carefully selected team of independent financial advisors based in Shrewsbury, Chester, and Oswestry are dedicated to giving expert financial 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 a fully independent financial adviser in the UK 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.
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Later Life Planning
We work as your partner to create a plan and lifestyle you can sustain, even after retirement.
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Financial Planning
Achieve your goals with the right advice from our experienced, independent advisers.
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Inheritance Tax
Ensure your estate passes on to those you love after your death with our IHT services.
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Investment Advice
Helping you achieve financial freedom with our expert advice and guidance.
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