Beaumont Wealth is an independent financial planning firm founded over 25 years ago, with offices across Shropshire, Cheshire, and North Wales. We work with individuals, families, and business owners and specialise in retirement planning, investment management, and Inheritance Tax planning. 

Our business is built on long-term relationships and clear, objective advice tailored to each client’s circumstances.
 
We are Chartered Financial Planners, publicly committed to a customer-first approach and values that align with a professional Code of Ethics. We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development.
 
Recognised as one of the UK’s leading boutique financial advisers, we were ranked 6th in the FT Adviser’s Top 50 Boutique Financial Advisers 2025.
 
Beaumont Wealth is a trading style of Beaumont Financial Planners Limited who are authorised and regulated by the Financial Conduct Authority.
Company registered in England number 8707394. Registered address – 21 Salop Road, Oswestry, Shropshire, SY11 2NR. FCA registered number 772710.  


Beaumont Wealth

Org chart

Teams

Offices