Financial Adviser Shropshire

Call: 01691 670524

• Equity Release
• Pensions
• Investments
• Savings
• Tax Planning
• Inheritance Tax

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Beaumont

We are an Independent Financial Adviser Shropshire that specialises in the following:

Investments

These services include not only portfolio planning but a wide range of alternative investments designed to enhance returns and control risk.

Pensions

This is including the above investments in Self-invested Personal Pensions.

Inheritance Tax

We are up to date with all legislation and help with inheritance planning using a wide range of schemes.

Retirement Planning

Make sure that you will achieve the standard of life that you are expecting for your retirement.

Life Insurance and Critical Illness Plans

Give you and your family the peace of mind that no matter what happens to you, money will not be a worry for your dependants.

This office is headed up by myself - Mark Evans. I became a financial adviser in 1993 and then became independent in 2000 in the Shrewsbury Office. I opened the Oswestry Office in 2005 and came third in the FT Financial adviser awards in 2007 (which is a national competition). I have always lived in the Oswestry area and now work with two of the largest accountants practices in Oswestry area.

The range of investment choices I provide and the quality of the investment advice is second to none. All clients are also regularly reviewed so that you can be confident you are always receiving the best financial advice available.

Our Financial Adviser Shropshire services are available across Shrewsbury, Oswestry and Ellesmere.

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Beaumont Personal & Corporate Financial Planning is a trading style of Beaumont, which is authorised and regulated by the Financial Services Authority.

Beaumont is registered in England; registered address is Morfe House, Belle Vue Road, Shrewsbury, SY3 7LU. Registered number 3556277

‘Your home may be repossessed if you do not keep up repayments on your mortgage’.