Beaumont Wealth

Beaumont Wealth is a trading style of Beaumont Financial Planners Limited who are authorised and regulated by the Financial Conduct Authority.
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[Beaumont Wealth @Beaumontwealth]

We recently held our second Investors Lunch at Rowton Castle, Shrewsbury. It was a wet and gloomy day but inside the castle it was bright and vibrant for our advisers, guest speakers and current and prospective clients.
https://t.co/HF6d3DJRdW

[Beaumont Wealth @Beaumontwealth]

Our 'Word from Mark Evans' is now available on our website, follow the link below. Here you can also sign up to receive our monthly newsletter for our latest news and services.
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[Beaumont Wealth @Beaumontwealth]

Did you know we have a dedicated Beaumont Wealth App to help you keep complete control of all your finances? The app is designed to enable you to have financial peace of mind #FinancialFreedom #financialplanning #Cheshire #Shropshire #Oswestry #Shrewsbury #Solihull #Chester

[Beaumont Wealth @Beaumontwealth]

We are here to give you fully independent advice on which savings options are best suited to your long or short term financial goals #northwest #midlands #NorthWales #financialservices #financialgoals #finances

[Beaumont Wealth @Beaumontwealth]

A recent YouGov survey found that saving money was high on the list of New Year resolutions for 2022. We are here to offer fully independent advice to help you achieve your financial goals.
#newyearresolution #letushelpyou #financialgoals #midlands #northwales #northwest

[Beaumont Wealth @Beaumontwealth]

We are back! Happy New Year to you all.
Do you need any financial advice for your 2022 goals? We are here to help and offer a free initial consultation with one of our expert Independent Financial Advisers.
#NewYear #financialgoals #newyearresolution #ifa

[Beaumont Wealth @Beaumontwealth]

Have you ever considered Ethical, Green and ESG investments? Following on from COP 26, green investments have been a hot topic of conversation.
#ethicalinvesting #greeninvestment #COP26
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https://t.co/RPsBh9UX95

[Beaumont Wealth @Beaumontwealth]

Last month @HHTGhospices held their annual Dark Run event and it was amazing for it to be back at Chirk Castle. We were proud to sponsor Sebastian Holmes who ran the event in support of this wonderful charity.

[Beaumont Wealth @Beaumontwealth]

It was wonderful to support The Movement Centre at the Aico Abseil this week
https://t.co/Vo77BupIKK

[Beaumont Wealth @Beaumontwealth]

Huge thanks to Amy Bingham who took part in a charity abseil in support of @TMCOswestry at Aico this morning. It was amazing to be a part of such a wonderful event raising funds for an incredible charity.

[Beaumont Wealth @Beaumontwealth]

Is your pension on track? Why not speak to one of our Advisers who will give you fully independent, expert advice on your pension. Call us on 0330 1247860 to arrange a free consultation.
#pensions #pensionadvice #retirement
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[Beaumont Wealth @Beaumontwealth]

#PensionAwareness #PAD21 Top Tip 5
Review, review, review
It would be great to decide your pension plan, sit back and wait for a comfortable retirement, but things change. It’s advisable to regularly review your plans with a trusted adviser. Learn more: https://t.co/bk4yFDtkRF

[Beaumont Wealth @Beaumontwealth]

#PensionAwareness #PAD21 Top Tip 4
Decide on the level of risk that will give you peace of mind. Some of us are naturally more risk averse. Pension investments can go down as well as up and some funds are higher risk than others.
Learn more: https://t.co/bk4yFDtkRF

[Beaumont Wealth @Beaumontwealth]

#PensionAwarenessDay #PAD21 Top Tip 3
Select the right investments. The last year has shown how unpredictable life can be so it’s advisable to choose an option with flexibility, allowing you to alter contributions and the date of withdrawal. Learn more: https://t.co/bk4yFDtkRF

[Beaumont Wealth @Beaumontwealth]

#PensionAwarenessDay #PAD21 Top Tip 2
How much can you afford to save?
Assessing what expenditure is important in the short term and what you can do without gives an idea of how much you can afford to put away in a pension pot each month. Learn more: https://t.co/bk4yFDtkRF

[Beaumont Wealth @Beaumontwealth]

#PensionAwarenessDay Top Tip 1
Consider the lifestyle you want in retirement. Ask yourself: ‘What age do I want to finish work?’ and ‘Do I want foreign holidays each year?’. Successful planning will help you to achieve your goals!
Learn more: https://t.co/bk4yFDtkRF

[Beaumont Wealth @Beaumontwealth]

Did you get time to see Rishi Sunak unveil the Spending Review? Follow the link below for the key points at a glance and how this may impact your family.
https://t.co/bhc8kPptt0

#SpendingReview #SpendingReview2020 #familyfinances #financialplanning

[Beaumont Wealth @Beaumontwealth]

The way we are working may have changed but we are still here to offer independent expert financial advice. It is always wonderful to receive such positive feedback from our clients.
#TestimonialTuesday

[Beaumont Wealth @Beaumontwealth]

Congratulations to Sam Chaplin who has successfully passed the Chartered Insurance Institute Level 4 Certificate in Paraplanning #paraplanner #paraplanning #expert #oswestry #shrewsbury #shropshire #chester

[Beaumont Wealth @Beaumontwealth]

Are you worried about speaking to one of our expert Independent Advisers online? Here is some feedback from one of our clients following their recent pension review #oswestry #shrewsbury #chester #knutsford #pension #ifa #advice