What we do.

Beaumont offer a comprehensive range of independent financial services to both individuals and businesses, from cash flow modelling, savings and investments to estate planning all with continuous on-going reviews.
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Established in 2000, many of our clients have been with us for over 10 years which is reflected in our retention rate of 97%.

From our central Oswestry base we cover the whole of Shropshire, Cheshire, North Wales and the Midlands looking after your financial needs. This covers everything from first savings plans through to pension planning, from capital gains tax to income protection and all the aspects in between. You can rest easy knowing your finances are in the safe hands of an advisor you trust.

We are dedicated to offering you independent financial advice. We believe in one word: Brilliance. This commitment to you shows in our services, and the unbiased independent financial advice you receive. We have no ties to specific product providers allowing us to use the whole of the market to our advantage in securing the best services and providers available to meet your individual needs. But don’t just take our word for it, read our client reviews to see what they have to say about us.