Beaumont Wealth (Higher Assets) — Financial Adviser in Oswestry
About Beaumont Wealth (Higher Assets)
With over 25 years of experience, Beaumont Wealth provides independent financial advice to individuals, families and business owners across Shropshire, Cheshire, North Wales and beyond. From their offices in Shrewsbury, Chester and Oswestry, their team of highly qualified independent financial advisers take the time to understand each client’s circumstances, goals and priorities, combining expert knowledge with clear, tailored advice to help clients build, protect and pass on their wealth with confidence. Their focus extends beyond individual financial decisions to creating a clear, structured plan for the future. Through straightforward advice and lasting relationships, Beaumont Wealth helps clients navigate complex financial decisions with greater clarity and confidence. This commitment to expertise, personal service and long-term client relationships has established them as a trusted independent adviser across the region, and in 2025, they were ranked 6th in the FT Adviser Top 50 Boutique Financial Advisers, recognising the practice’s position among the UK’s leading boutique financial advice firms. Whether planning for retirement, reviewing substantial pensions and investments, running a business, or considering how to pass wealth on to the next generation, Beaumont Wealth provides expert, independent advice to help clients make confident decisions about their financial future.
Services
- Retirement planning
- IHT planning
Specialisations
- Retirement Planning
- Tax Planning
- Pension Planning
- Investment Management
Qualifications
The Beaumont Wealth team holds a variety of qualifications including: - Chartered Financial Planner - Associate of the Personal Finance Society (CII, PFS) - Member of the Chartered Institute for Securities & Investment (CISI) - Diploma in Regulated Financial Planning (CII) - SOLLA Later Life Adviser Accreditation (LLAA)
Regulation
Beaumont Wealth (Higher Assets) is FCA-verified (firm: Beaumont Wealth).
Frequently Asked Questions
Is Beaumont Wealth (Higher Assets) an FCA-regulated financial advisor?
Yes. Beaumont Wealth (Higher Assets) is FCA-regulated and verified by Trusted Advisor. We re-check every advisor's FCA status regularly to make sure their authorisation to give regulated advice is current.
What services does Beaumont Wealth (Higher Assets) offer?
Beaumont Wealth (Higher Assets) offers Retirement planning, IHT planning. You can see the full list of services on this profile, or book a free initial call to discuss your situation in more detail.
How much does it cost to use Beaumont Wealth (Higher Assets)?
Fees vary depending on the service, the complexity of your situation and the assets involved. Beaumont Wealth (Higher Assets) will explain all fees clearly before you commit to anything, and the initial consultation booked through Trusted Advisor is free.
What is the difference between an independent and a network financial advisor?
Beaumont Wealth (Higher Assets) is an independent financial advisor, which means they can recommend products from across the whole of the UK market without being tied to any single provider. This generally allows for more impartial advice.
How do I book a consultation with Beaumont Wealth (Higher Assets)?
Click "Book a Consultation" on this page to choose a time that suits you. The first call is free and there's no obligation. If you'd prefer, you can also message Beaumont Wealth (Higher Assets) directly through the contact form.
Does Beaumont Wealth (Higher Assets) work with clients outside Oswestry?
Many of the advisors on Trusted Advisor work with UK clients remotely as well as in person. Beaumont Wealth (Higher Assets) is based in Oswestry but you can confirm preferred meeting locations and video options when you book your initial call.