Our specialists offer bespoke independent financial planning, analysis, and advice for both individuals and businesses
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.
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.
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 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.
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.
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 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.
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.
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.
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.
After working in administrative positions and customer service, Sam joined Beaumont in April 2018 as a Client Services Executive. Since joining our team Sam has passed several of her paraplanning exams to be 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 joined Beaumont in November 2017 as a Client Services Executive. She previously worked in accounting and customer services, and since joining our team, has passed several exams to become a qualified Paraplanner. She is now 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 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.