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Independent financial advice

Our specialists offer bespoke independent financial advice for both individuals and businesses

With our clients at the heart of everything we do, our goal will always be to protect your finances. That’s why we guarantee quality service with no hidden surprises. Our specialists offer bespoke independent financial advice for both individuals and businesses, covering a broad range of services from inheritance tax and pensions, to business exit strategies and ethical portfolios. If you're looking for financial planning Shrewsbury, speak to us today.

All of our expert independent advisers undergo regular training in order to keep them up to date with the latest processes. We also have our very own compliance department and employ external compliance consultants to help maintain exceptional standards in the quality of our advice, ensuring in-house compliance at all times.

What’s more, our handpicked team of female and male advisers genuinely care about the work they do, and with a fixed salary, there’s no need to put pressure on our clients. With no commission comes no-nonsense, and our clients can rest assured that their best interest is the only factor that drives us to do our best.

Our aim is to provide our clients with the very best customer service, with ongoing financial advice and long-lasting relationships. It is this dedicated level of care and attention that has helped us to maintain a 97% retention rate with our existing clients.

As we offer a free initial consultation, why not get in touch today and find out how we can help you? This can take place anywhere you like, from the comfort of your own home to one of our offices in Chester, Shrewsbury, Knutsford or Oswestry.

One of our friendly advisers will assess your current situation to give you bespoke financial advice tailored specifically to you. Through clear, professional guidance, we want to help you make the best financial decisions.

Everything we do at Beaumont Wealth is aimed at bringing you a better future by maximising your choices. Find your new chartered financial planner today.

Please note, we are now able to offer online video appointments. Get in touch with us today to find out more. 

Meet The Team
Mark Evans
Managing Director & Chartered Financial Planner
Matt Hignett
Regional Director & Independent Financial Adviser
Ross Willan
Independent Financial Adviser
Rebecca Kjaedegaard
Independent Financial Adviser
Nia Sterio
Independent Financial Adviser
Gemma Russell
Client Services Manager
Laura Ellis
Events Manager
Hilary Davies
Chester Office Manager
Lawrence Ashley
Client Services Executive
Claire Evans
Office Manager & PA
Sam Chaplin
Client Services Executive
Amy Bingham
Client Services Executive
Robbie Davies
Researcher
Mark Evans, Managing Director & Chartered Financial Planner
Mark Evans
Managing Director & Chartered Financial Planner
Expert in
Tax-Efficient Investment
Pensions

Mark has been working in Financial Services since 1993, and his dedication to the profession has earnt him the gold standard title of Chartered Financial Planner.

Specialising in pension and investment planning for business owners, company directors and private clients, Mark has now been managing our client portfolios since 2000. He is also a member of the Beaumont Investment Committee.

With a firm belief in treating all customers and colleagues with the utmost respect, Mark has helped our company develop a positive and welcoming environment for all. As a member of the Personal Finance Society, the largest professional body for individual financial advisers, he also helps our team to uphold our strict standards.

Outside of work, Mark enjoys spending time with family and exploring the great outdoors. He is also a real foodie, and as a fan of locally produced food, he knows all the best places to go.

Matt Hignett, Regional Director & Independent Financial Adviser
Matt Hignett
Regional Director & Independent Financial Adviser
Expert in
Pensions and Business Planning

As a qualified Independent Financial Adviser and member of the Beaumont Investment Committee, Matt makes sure all the advisers and staff at our Chester office are offering the best possible service to our clients.

Matt is an investment specialist, having always been drawn to investments and the stock market. He has gained years of experience investing on both a personal and professional level, and the best part of the job for him is helping clients deal with financial issues that are often avoided.

When he’s not running the North West Region, Matt likes to keep fit and travel, but most of all, he enjoys spending time with his young daughters.

Ross Willan, Independent Financial Adviser in Oswestry, Shropshire
Ross Willan
Independent Financial Adviser

In 2018, Ross joined our team and quickly progressed to become a fully qualified Independent Financial Adviser, specialising in later life advice.

Ross came to us after spending 12 years in the Royal Air Force, where he worked on surveillance aircrafts before moving to the recruitment department. He then spent some time tutoring prior to joining our team and continues to help mentor our younger members.

Ross has two young children and enjoys spending as much time outside as possible with his family. He especially likes exploring the outdoors and visiting National Trust properties.

Rebecca Kjaedegaard, Independent Financial Adviser in Chester, Cheshire
Rebecca Kjaedegaard
Independent Financial Adviser

Rebecca joined Beaumont as a Researcher, and after much hard work, she has now become a fully qualified Independent Financial Adviser.

Before joining our team, Rebecca worked as a manager in the retail industry, followed by a career in project management. These opportunities not only gave her outstanding customer service and management skills, but also helped to broaden her understanding of businesses.

A very open and friendly individual, Rebecca prides herself on being someone that is always available for a chat. Outside of work, she is an active member of local korfball and netball teams, and loves spending time exploring new places.

Nia Sterio, Researcher
Nia Sterio
Independent Financial Adviser

After working in the Financial Industry for more than 6 years, Nia joined Beaumont as a Researcher and is now a fully qualified Independent Financial Adviser.

After graduating from university, Nia began her career managing unsecured debt before moving on to secured portfolio management. Nia is excited for this new chapter in her career, and we are thrilled to have her as part of our team.

Gemma Russell, Client Services Manager
Gemma Russell
Client Services Manager
Expert in
Pensions

After joining Beaumont in 2016 as a Paraplanner, Gemma’s excellent performance saw her quickly promoted to Client Services Manager.

Gemma is currently studying for her financial qualifications and is studying towards the R04 qualification in Pensions and Retirement Planning as part of her Diploma in Regulated Financial Planning. With her vast experience in dealing with pensions and investments, we doubt this will take long.

Outside of work, Gemma likes to stay active by going to the gym and visiting new places with her children.

Laura Ellis, Events Manager
Laura Ellis
Events Manager

Laura joined our team in Summer 2018 and is currently studying part-time for her Post-Graduate degree at Glyndwr University.

Outside of work, Laura also has various voluntary roles with local sports organisations and shares a passion for sport with her family. She is a generous and hardworking individual, and we are just as excited to support her growth as she is to support ours.

Hilary Davies, Chester Office Manager
Hilary Davies
Chester Office Manager

Having worked in insurance for over 10 years, Hilary decided it was time for some new challenges, and since taking up a position in our Chester office, she has never looked back.

Hilary enjoys her role, offering administrative support to Chester’s team of friendly advisers. She is constantly learning new things, and always comes to work ready to tackle new challenges.

Outside of work, Hilary enjoys spending time with her grandchildren and taking long walks with her dogs. She is also a great baker and can whip up some tasty treats.

Lawrence Ashley, Client Services Executive
Lawrence Ashley
Client Services Executive

After graduating from Durham University, Lawrence joined our team in October 2017 as a Client Services Executive. He is now working hard to become a qualified Paraplanner and is looking forward to advancing his career with us.

At the weekends, Lawrence particularly enjoys a game of cricket or travelling with his family. He also enjoys music and can sing quite a good tune himself.

Claire Evans, Oswestry Office Manager & PA
Claire Evans
Office Manager & PA

With 8 years’ experience in finance prior to joining our team in 2003, Claire has a wealth of knowledge in client services and is an expert at handling client enquiries. Working closely with Mark and the team, together they strive to make Beaumont the best when it comes to customer service.

Claire also holds the Chartered Insurance Institute’s Financial Planning Certificate 1 and is in charge of arranging our annual review meetings as part of our ongoing customer care for existing clients. She takes great satisfaction in running a tight ship here are Beaumont, helping us provide the best customer service possible.

Sam Chaplin, Client Services Executive
Sam Chaplin
Client Services Executive

After working in administrative positions and customer service, Sam joined Beaumont in April 2018 as a Client Services Executive. She has now passed several of her paraplanning exams and is well on her way to becoming a qualified Paraplanner.

Sam is eager to learn more about the financial sector, but in her spare time she enjoys travelling and getting stuck into a good book.

Amy Bingham, Client Services Executive
Amy Bingham
Client Services Executive

Amy joined Beaumont in November 2017 as a Client Services Executive. She previously worked in accounting and customer services, and since joining our team, she has passed several exams and is awaiting the results to become a qualified Paraplanner. She is also pushing forward to gain other financial services qualifications.

Outside of work, Amy loves visiting new places, but she is always happy to come home to her family and dogs.

Robbie Davies, Researcher
Robbie Davies
Researcher

Robbie has now worked in the financial industry for 6 years, previously working for one of the top UK credit card providers where he managed all aspects of the journey, from initial credit application right through to debt recovery.

He has now taken on the role of Researcher here at Beaumont, and with high aspirations, he is continuing his studies to become a fully qualified Independent Financial Adviser.

A keen footballer, he enjoys his spare time by keeping fit and travelling to new destinations.