Trusted Financial Advisers in Shrewsbury

Financial Adviser Shrewsbury: Your Gateway to Personalised Financial Services

Our independent financial advisers will create a focussed, ongoing plan to help manage your finances, in line with your needs, values and personal goals. We create a map of where you are now, and where you want to go, and then with careful wealth management, we help you get there.

We Offer A Comprehensive Suite of Financial Advice & Services

We offer a range of professional advice as financial planners in Shropshire, to help you achieve long-term financial stability.

Personalised Investment Strategies:

Dip your toe into the world of investments with our tailored advice. Whether you’re navigating the intricacies of dynamic asset allocation or venturing into promising emerging markets, our strategies are designed to boost your returns, in line with your risk appetite.

Retirement and Later Life Planning:

Achieve your long-term goals and objectives with clever retirement/later life planning and pension advice in Shrewsbury. Our goal is to create personalised retirement plans that give you the peace of mind that you’ll be able to enjoy your golden years to the fullest, without worrying about your finances.

Estate Planning and Wealth Preservation:

Let our advisers guide you through the complex world of estate planning. We’ll offer you expert strategies that will maximise tax efficiency, safeguard your assets and meticulously plan for the financial future and even find ways to optimise your taxes.

Education and Trust Fund Management:

Invest in your loved ones’ futures with our meticulous trust fund management services. Created specifically for education, our personalised trusts ensure your loved ones have the support they require to thrive academically, without impacting your existing financial aspirations.

Expert Wealth Management:  Long Term Care and Financial Planning Solutions

We’re not just a team of financial advisers; we’re a tight-knit family of professionals, each bringing unique skills to the table in financial planning and wealth management. With a strong focus on tailored strategies, we help clients make informed decisions that align with their long-term financial goals.

We take managing your finances seriously. For over 23 years, our highly qualified independent advisers have been helping clients achieve their goals through a range of financial services. Whether you need investment advice to grow your wealth or guidance on securing your future, we provide expert advice to ensure financial clarity and success.

Beyond wealth management, we understand the importance of financial protection. Our approach ensures that your assets and income are safeguarded, giving you the security you need. We also offer long-term care planning solutions, helping you prepare for future healthcare needs without financial strain.

Our experienced financial planners in Shropshire are committed to helping you navigate life’s financial affairs with confidence. Managing your finances alone can be difficult, but with Beaumont Wealth as your partner, you can take control of your future.

If you’re looking for a financial advisor Shrewsbury, take the first step towards a secure financial future. Book an appointment today!

FAQs

What questions should I ask a wealth management adviser?

Before you instruct a wealth management advisory service, you could ask questions like:

• What is your minimum asset requirement?
• Who will handle my account?
• How will you aim to protect my assets?

How to choose a wealth manager?

• Financial situation:Ensure the wealth manager takes the time to thoroughly understand your current financial standing and long-term aspirations, as this will help in formulating a strategy that meets your goals.
• Long-term care: If you have future care needs, inquire whether the wealth manager provides planning for long-term care and how this is incorporated into your financial strategy. This can be an important part of ensuring your wealth lasts for the entirety of your life.
• Initial consultation:Before committing to a wealth manager, arrange an initial consultation to assess their approach, discuss your financial objectives, and determine if they are the right fit for your needs.

Should I tell my wealth manager everything?

Honesty and transparency are key to a successful relationship with your wealth manager. You should provide them with all relevant information, even if it feels uncomfortable, as it will enable them to craft the most suitable strategy for you. Here are some crucial aspects to share:

Goals: Clearly outline both your short-term and long-term financial objectives, including any specific money goals, so the wealth manager can align your strategy accordingly.

Experience: If you’ve worked with a financial adviser in the past, share your previous experiences, including what you liked or disliked about that relationship. This will help the wealth manager tailor their approach to better suit your preferences.

Risk tolerance: Be fully transparent about your risk appetite. This will guide the wealth manager in making investment choices that are in line with your comfort level regarding risk, helping you to achieve your financial goals without unnecessary anxiety.

Inheritance tax planning: If you’re concerned about passing on wealth to future generations, it’s important to discuss inheritance tax planning strategies to minimise potential tax burdens and preserve your legacy.