Independent Financial Advice in Oswestry
We are a leading firm of Independent Financial Advisers providing Wealth Management and Financial Planning for clients throughout the West Midlands, Cheshire and North Wales. We currently have offices in Oswestry and Chester and are planning to open new offices in Shrewsbury and Nantwich in 2019.
Our aim is to provide the best advice possible at a sensible price. We believe the best way to achieve this is by investing in the training of our staff and employing all our advisers on a salary so they are not driven by commission. One of our Independent Financial Advisers (IFAs) will be able to offer you an initial consultation completely free of charge, either at your closest Beaumont office, or in the comfort of your own home. Take a look at our map to see if we cover your area.
We offer advice on wealth management, pensions, tax-efficient investment and protection using the latest technology and innovative approaches. We also provide personal cashflow modelling - projecting your income, expenditure and assets throughout your lifetime to ensure you're on the right track to have sufficient funds to support your lifestyle.
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