Founded and led by Mark Evans, a fully qualified Independent Financial Adviser and Chartered Financial Planner, Beaumont has grown to deliver unrivalled levels of service to our clients, many of whom have trusted us to look after their finances for over 15 years.
We employ salaried, fully qualified, trained advisers – not commission-hungry staff who are incentivised to ‘sell’. No call centres, no ‘product’ sales, no smoke and mirrors – You enjoy a ‘one stop shop’ for your financial questions, delivered by people you get to know, like and trust, and who take the time to get to know you, your approach to your finances, and your financial aspirations inside-out.
Specialising in advice for directors, business owners and private clients we enjoy a client retention rate of over 97% year-on-year – testimony to our unique approach and levels of service and client satisfaction.
Beaumont can work with you to advise you and offer a level of input appropriate to your needs. Some clients like to be ‘hands on’ and work with us to make investment decisions based on in-depth knowledge and understanding of the markets and risk factors. Others prefer to let us do all the work. Wherever you sit between those positions, we can help you to learn more about the world of money, investments, pensions and wealth creation and protection, and help you to achieve your financial goals – both long term and shorter term. Our objective is to enable you to reach your financial aims and provide you with the lifestyle you expect, in a tax efficient manner, throughout your lifetime and ultimately protecting your assets to hand on to the next generation and beyond.
Mark Evans – IFA
Mark has worked in Financial Services since 1993 and is a Chartered Financial Planner. He is a member of the Institute Of Financial Planning and the Personal Finance Society.
Mark specialises in pension and investment planning for business owners, company directors and private clients.
His clients benefit from his focus on building professional relationships with them and delivering excellent customer service.
Mark has developed a positive ethos in the firm where all members of the team naturally treat all customers, and colleagues, fairly and with respect.
Interests outside work consist of spending time with family, gardening, swimming, running and going to the gym as well as travelling.
To contact Mark please click here.
Matt Hignett – IFA
Matt is a qualified Independent Financial Adviser and is working towards becoming a Chartered Financial Planner.
Matt has always had a flair for investing and the stock market, having years of experience investing on a personal level. Matt says, ‘I love getting to help clients deal with those burning financial issues that have often been put off for some time’.
Matt enjoys all types of sport, running, keeping fit, travelling and spending time with his young family.
To contact Matt please click here.
Tom Parmiter – IFA
Tom is a fully qualified Independent Financial Adviser and a member of the Institute of Financial Planning and Personal Finance Society.
Tom has worked in financial services for several years and, before Beaumont, managed remediation projections for a major bank. Now he thrives on helping clients meet their financial planning needs with pensions, investments, protection and estate planning.
In his spare time, Tom loves playing squash, enjoys rock climbing and is a keen rugby union enthusiast.
To contact Tom please click here
Lucy Williams – Trainee IFA
Lucy recently joined Beaumont as a Trainee Financial Advisor and is studying to become a qualified IFA.
As a recent graduate she completed a placement year at an Accountants which gave her an understanding of analysing financial information and tax implications.
She enjoys keeping up to date with the stock market with her personal investments and keen to develop her knowledge further within this role.
Lucy’s interests outside of work include Horse Riding, Army Reserves and Outdoor Challenges.
Craig Roberts – Trainee IFA
Craig joined Beaumont in July 2017 as a trainee financial advisor and is currently studying to become a qualified IFA.
He has worked in financial services for nine years starting his career as a Personal Banker and quickly moving on to managing branches within the Co-operative bank.
Craig is looking forward to his studies and is enjoying the support he is receiving from a friendly but professional team.
Away from work Craig enjoys spending time with his young family, reading and going on holidays.
Tom Foulkes – Trainee IFA
Tom has recently joined Beaumont as a Trainee IFA and is currently working towards becoming fully qualified.
Having studied at Cardiff University, Tom stayed in Cardiff for a number of years following graduation working in property investments, before returning to his hometown to take up a position at Beaumont. He is enjoying his studies, and is looking forward to becoming qualified so he can begin meeting and advising clients.
Outside of work, Tom enjoys following all kinds of sport and travelling to new cities.
Claire Evans – Office Manager
Claire began her financial career in 1995, she joined Beaumont Financial in 2003.
She has vast experience in client services which enables her to deal with client enquiries and helps to smooth the process of the applications and review service. Claire works closely with the team to provide excellent customer service and is responsible for the overall running of the office.
In addition to this Claire ensures the ongoing service of existing clients is met by arranging and preparing for annual review meetings. Claire holds the Chartered Insurance Institute’s (CII) Financial Planning Certificate 1.
Her interests include travel, walking and spending time with family.
Claire enjoys her role, knowing that she provides the best possible service to all clients.
To contact Claire please click here .
Wyn Price – Operations Manager
Wyn has worked in financial services for several years and, before Beaumont, managed multiple operational teams for a major bank.
More recently, Wyn has gained experience in project management and business analytics.
Wyn says ‘I thrive on helping to build upon our fantastic position within the community and help to continuously improve our service for all our clients’
In his spare time, Wyn follows American Football and enjoys spending time with his son, partner and dogs.
To contact Wyn please click here .
Gemma Russell – New Business Supervisor & Paraplanner
Gemma joined Beaumont in 2016 as a Paraplanner and deals with new business for Mark and Matt. She enjoys her job and is currently studying towards her financial qualifications.
Her interests include travelling in her caravan and spending time with her children.
Gemma has past experience in dealing with pensions and investments as policy administrator and as a trainee Paraplanner.
Sue Pretty – New Business Administrator
Sue has recently joined Beaumont as a New Business Administrator, dealing with new business submission and research. She is currently working towards her paraplanning qualifications, having completed the R01 qualification.
Sue’s interests include fitness and spending time with her husband and their dog.
Sue is enjoying her role within the New Business Team at Beaumont and finds the in depth technical work very rewarding.
Luciene Jennings – New Business Administrator
Luciene joined Beaumont in November 2017, she has previously worked in finance administration in the education and banking sector.
Her interests include arts and languages, in her spare time she enjoys sports activities and spending time with her family.
She is currently studying towards the paraplanning qualification.
Amy Bingham – New Business Administrator
Amy joined Beaumont in November 2017 as a New Business Administrator. She has previously worked in accounts positions and in customer service.
Amy’s interests out of work include travel, walking her dogs and spending time with her family.
Amy is looking forward to expanding her knowledge within the financial sector. She is currently studying towards the R01 qualification to be followed by her other paraplanning qualifications.
Lawrence Ashley – New Business Administrator
Lawrence joined Beaumont towards the end of 2017 as a New Business Administrator, having recently graduated from Durham University. He is looking forward to building his experience and knowledge in the financial sector and is studying towards his RO1 qualification.
His interests outside of work include sports, especially cricket, singing, travelling and spending time his family and dogs. Lawrence is enjoying the challenges and satisfaction that his new role is providing him.
Lisa Lister – PA
Lisa has recently joined Beaumont as PA to Mark. Her previous PA experience and customer skills enables her to deal with client enquiries whilst ensuring the ongoing service of existing clients is met.
Her interests outside of work include spending time with family and walking her dogs.
Lisa is enjoying her role and will be studying for the R01 qualification.
Joanne Bradshaw – PA
Jo has recently joined Beaumont as PA to Matt & Tom. Her previous PA skills enable her to deal with client enquiries whilst also helping to ensure the smooth process of client servicing and review service.
Jo’s interests include travelling and spending time with her family.
Jo is enjoying her role at Beaumont and is looking forward to new challenges in the future as well as studying for the R01 qualification.
Henrietta McKnight – Accounts Manager
Henrietta started in the industry in 2004 as a paraplanner. Working with Beaumont since 2006, she became a fully qualified financial advisor in 2007. Henrietta took time out to have children in 2012 and worked ‘behind the scenes’ part time whilst at home. She became Accounts manager at the beginning of 2015.
Jane Wordsell – Administration Assistant
Jane joined Beaumont in 2015. Her previous experience includes being an IT support technician for Zurich. She works alongside the Office Manager and PA’s providing additional office support.
Jane’s interests outside work include travel, dining out and swimming.
Jane enjoys the positive, caring and friendly work environment. In her own words ‘It’s a truly family yet professional atmosphere at Beaumont’.