Meet The Team

Mark has been leading the team at Beaumont Wealth for over 20 years. During this time, he has achieved consistent growth and customer satisfaction by creating a positive and welcoming environment for clients and employees.

Mark specialises in pension and investment planning for business owners, company directors, and private clients. He is responsible for our future strategic business planning and is a member of the Beaumont Investment Committee. Mark is passionate about continued development and works hard to ensure our team of Independent Financial Advisors is comprehensively skilled to manage their clients’ finances. As a member of the Personal Finance Society, the largest professional body for individual financial advisers, Mark guides the team in upholding Beaumont’s high standards.

Outside of work, Mark enjoys spending time with his family, cycling, and indulging in his love of travel. He’s also a self-confessed foodie with a passion for locally produced food.

Matt has been a key member of our team since 2015. He is a Fellow of the Personal Finance Society, a Chartered Financial Planner, an investment specialist, and a member of the Beaumont Investment Committee. Matt also specialises in later life and care advice. He is an accredited member of the Society of Later Life Advisers and a recognised member of Symponia. These are two of the highest accolades for advisers in this field.

Before joining us, Matt worked for a global manufacturer, where he honed his analytical and commercial skills by producing regular audits focusing on efficiency, productivity, and profitability.

When he’s not advising our clients, Matt likes to keep fit and spend time with his daughters, who share his love of exploring the great outdoors.

Ross joined our team in 2018, and he quickly progressed to become a fully qualified Independent Financial Adviser by achieving his Level 4 Diploma in Regulated Financial Planning and is now a fully Chartered Financial Planner.

Before joining us, Ross spent 12 years in the Royal Air Force working on surveillance aircraft. He’s also a maths and physics whiz who used his skills to tutor students in his spare time and now helps mentor our younger team members.

When he’s not busy helping our clients, Ross, a proud dad of two, loves nothing more than spending time outdoors with his wife and children. Whether it’s exploring nature, hiking, or cycling, Ross and his family are always up for an adventure.

Meet Nia, who joined us in 2019. Nia has over 12 years of experience in the financial sector and holds a Level 4 Diploma in Regulated Financial Planning. She is currently working towards completing the Advanced Diploma to become Chartered.

Before joining the team, Nia worked for Lloyds Banking Group in various roles, where she was responsible for managing debt and creating personalised money management plans for plan holders. Before pursuing her career in finance, Nia graduated with a degree in International Fashion Marketing.

Outside of work, Nia enjoys listening to podcasts while taking walks in the countryside. After spending time in all that fresh air, Nia likes to relax with a good book.

Paul has been a member of our team since 2021 and has over 25 years of experience in the financial sector. He is a fully qualified Financial Planner and a Chartered member of the Chartered Institute for Securities and Investments. Additionally, he is a member by Diploma of the Chartered Insurance Institute.

Before joining us, Paul worked for several large financial institutions, including Prudential, Standard Life, and Zurich, where he gained extensive knowledge of pensions, investments, trusts, and estate planning.

Paul has a busy home life, but he wouldn’t have it any other way. He loves spending time with his wife, three children, and two foster children. A sports enthusiast, Paul enjoys playing golf and badminton, whitewater kayaking, skiing, and mountain climbing.

Samantha joined the team as a Client Services Executive in early 2018 and worked hard to pass her exams to become a qualified Paraplanner. More recently, she achieved her Level 4 Diploma in Regulated Financial Planning.

Before joining the team, Samantha gained experience in administrative roles and customer services, where she cultivated her skills in client care and support.

Outside of work, Samantha enjoys walks in the local countryside. She’s also a thrill-seeker, so she can often be found testing out the latest rides at Alton Towers.

Amy joined us in 2017 as a Client Services Executive and since then she has worked hard to pass her exams to become a qualified Paraplanner and complete the Level 4 Diploma in Regulated Financial Planning. Amy is now working towards completing further financial services qualifications.

Before joining us, Amy worked in accounting and customer services, which contributed to her great understanding of client needs.

When she’s not working, Amy’s an adventurer. She enjoys travelling to new places and taking long walks to explore with her family and dogs.

Claire has been a valuable member of our team for over 20 years, joining us back in 2003. She is both a Client Manager and Office Manager. With a wealth of knowledge in customer services, Claire excels at handling client enquiries. Working closely with Mark and the team, Claire is committed to making Beaumont the best in customer service. Claire holds the Chartered Insurance Institute Financial Planning Certificate.

Having worked in the financial sector for 8 years before joining us, Claire’s customer service skills were already well-honed.

When she’s not busy looking after our clients, Claire enjoys spending quality time at home entertaining her young daughter and socialising with family and friends.

Meet Stuart, who joined us in 2024 and is currently studying towards the Chartered Insurance Institute Certificate in Paraplanning.

Stuart began his career in financial services in 1987, and over the years, he has gained extensive experience as a Financial Advisor, Mortgage Advisor, and Branch Manager for two major banks. Additionally, Stuart holds the Chartered Insurance Institute Financial Planning Certificate and the Certificate in Mortgage Advice.

Outside of work, Stuart enjoys spending time with his family and walking his two dogs, Lola and Cooper. He is also an avid runner and has taken part in the London Marathon every year for the last 20 years, raising over £50,000 for charitable causes.

Henrietta joined us in 2006 and is our Accounts Manager and a Client Manager. With a wealth of knowledge in financial services and the handling of client enquiries, Henrietta is a valuable member of our team.

Having started her career in the financial sector in 2004, Henrietta gained relevant experience before we were lucky to have her join us.

When she’s not crunching numbers and looking after our clients, Henrietta loves spending time with her family, paddle boarding, and walking in the countryside with her dog.

Julia joined us in 2022 as a Trainee Paraplanner. Since then, she has worked hard to pass all her exams and become a fully qualified Paraplanner.

Before joining us, Julia gained valuable experience in various accounting and finance roles that equipped her with practical knowledge and a great understanding of the financial sector.

Outside of work, Julia enjoys cycling and taking walks with her husband and their dog. An explorer at heart, Julia loves to travel whenever she can.

Bella joined us in 2023 and looks after our change of servicing department. Her role involves meticulously preparing and reviewing documents, ensuring accuracy in our operations.

Before joining us, Bella gained valuable experience and knowledge in a number of sales and administration roles. She is excited to build on that knowledge by working towards a financial qualification.

In her spare time, Bella enjoys spending time with her family. She’s also an F1 enthusiast and loves following all the F1 racing action during the season.

Meet Elliott, who came on board in 2023. Elliot has taken on the role of Trainee Paraplanner and is currently studying towards his Level 4 Diploma in Regulated Financial Planning.

Before joining our team, Elliott spent over 10 years working in engineering. During that time, his interest in financial services grew, leading him to complete his Certificate in Mortgage Advice.

When he’s not looking after our clients, Elliott enjoys adventures in his trusty camper van and working on property renovation projects. He also has a keen interest in gardening.