Your Independent Financial Adviser Oswestry

At Beaumont Wealth Oswestry, we are dedicated to transforming the way you approach financial planning. Our bespoke wealth management and financial advisery services are tailored to meet you, ensuring your financial future is planned for. Whether you’re seeking expert guidance from a financial advisor Oswestry, or looking to create a comprehensive strategy, we are here to help you achieve your financial goals.

Bespoke Financial Planning Services & Financial Advice, Tailored to You

At Beaumont Wealth Oswestry, we create tailored financial plans that fit your unique lifestyle and goals. We provide a wide range of financial solutions and services, ensuring that every aspect of your financial journey is addressed with care and diligence.

• Wealth Management in Oswestry: Explore the true power of your assets with our bespoke wealth management services. Whether you’re looking to strategically plan your investments or shield your wealth from the ups and downs of the market, our team of financial advisers will be there with you, every step of the way.
• Financial Advisory: As your dedicated financial adviser, we’re your trusted partner. We help you navigate the complex world of financial planning, whether through retirement planning, safeguarding investments, or fine-tuning your tax approach, our advice is tailored to your unique financial situation.
• Estate Planning: Preserve your legacy with our comprehensive estate planning services. We’re well-experienced in estate law and tax implications, with our advice you can ensure your legacy is passed on exactly how you choose.
• Retirement Planning: Looking for financial stability in the golden years? If so, there’s no time like the present to get started. Our retirement planning service involves bespoke strategies that will help you reach your long-term financial goals.

Discover the Beaumont Financial Oswestry Difference

Clients and businesses should experience the Beaumont Wealth approach to financial planning and wealth management in Oswestry. Whether you need expert guidance from a financial advisor in Oswestry, assistance with mortgages, or a strategic plan for your future, we are here to help.

At Beaumont Wealth Oswestry, we don’t just see numbers and charts—we see a partner. Our team of experienced financial planners creates tailored strategies to help you achieve your goals, from investment management to inheritance tax planning, ensuring long-term financial security. All of our services are regulated by the Financial Conduct Authority, giving you the peace of mind that we adhere to the highest standards in the industry.

Embark on Your Financial Planning Journey with Our Expert Advisers

Choosing Beaumont Wealth Oswestry, located in the West of Shropshire, near the Welsh border, means working with the best in the business. Our comprehensive financial planning services, wealth management, and advisory expertise can help you take control of your financial future. Speak to an independent financial advisor Oswestry today and start preparing for long-term stability and success.

FAQs

What is wealth management?

Wealth management is the process of growing and protecting assets, through a range of professional financial services. It could involve financial planning, investment management and retirement planning.

What’s the difference between wealth management and financial planning?

Wealth management is a blanket term, and financial planning is a part of that. Financial planning usually refers to tailored advice that a financial professional has offered you. This advice will include identifying your goals and creating a roadmap to help you achieve them.

What is the best age to plan for retirement? 

It’s never too early to start planning for retirement. Many people begin in their 30s or 40s, but starting in your 20s allows you to benefit from long-term growth. Even if you start later, a structured plan can still help you maximise financial security in retirement.

How often should you revise your financial plan? 

It’s advisable to review your financial plan at least once a year to ensure it aligns with your goals. You should also review it whenever major life changes occur, such as buying a home, starting a family, changing jobs, or receiving an inheritance.

What should you avoid in a financial advisor?

When choosing a financial advisor, be cautious of those who:

• Do not clearly explain their fees
• Focus on selling products rather than offering personalised advice
• Lack of recognised qualifications or regulatory approval
• Are unwilling to explain their recommendations
• Do not take the time to understand your financial goals

A good advisor should provide independent, objective advice tailored to your needs.

Do financial advisors have access to your bank account? 

No, financial advisors cannot access your bank account. They may request financial details for planning but cannot make transactions without your authorisation. Always review agreements carefully and ensure your advisor is FCA-regulated.

Can a financial advisor advise on trusts? 

Yes, financial advisors can provide advice on trusts as part of estate planning. Trusts can help protect your assets, manage inheritance tax, and ensure wealth is passed on according to your wishes. Advisors can work alongside legal professionals to ensure trusts align with your broader financial strategy.

How can I protect my wealth? 

There are various things you can do to protect your wealth. A few quick tips include:

• Creating a financial plan to protect your family wealth
• Saving for emergencies or large purchases
• Diversifying your investment portfolio with a mixture of asset classes
• Investing in life insurance to protect your wealth
• Considering income protection to safeguard your earnings in case of illness or injury

Why is it beneficial to work with a financial advisor in Oswestry? 

A local financial advisor understands the regional economy, property market, and investment opportunities. They also have connections with solicitors and accountants, ensuring a joined-up approach to financial planning. Being nearby makes it easier to build a long-term relationship and receive ongoing personalised support.