ABOUT US
We are an independent financial advice firm, based in Bromsgrove. We provide tailored, lifestyle-based advice with the aim to become our clients, and their families, trusted lifetime financial planner.
We are proud of the long-term relationships we have forged with our clients over the years, and the positive impact we are able to have on their lives.
Our Services
We offer a full range of financial services, from first-time mortgages and protection, through to investments and retirement planning.
Retirement Planning
Whatever your aims are for retirement, we can help you to achieve this by ensuring your finances are in order beforehand. Offering advice on consolidation, accumulation, annuities and drawdown.
Investments
Regardless of your investment goals and experience, we are on hand with expert advice to find the best investment solution based on your individual needs and objectives
Tax Planning
Paying tax unnecessarily can have a major impact on investment and retirement planning. We work closely with companies and individuals to help reduce this.
Mortgages
Whatever stage of your property journey you are on, we are here to assist you in finding the right solution; whether you are first-time buyers, looking to move or extend or hoping to release equity to aid your retirement.
Protection
Often overlooked, we are here to provide clarity on the options available in protecting your income and assets should you fall ill, or worse. This could involve life insurance, critical illness cover or income protection.
Robin Davies
A.C.I.B, Dip PFS
With over 50 years experience in the financial industry, 25 of which as an independent financial adviser, there’s not much that Robin hasn’t seen. Over recent years Robin has specialised in Pensions and Investments, along with Inheritance Tax planning and Specialist Trustee work.
Our team
Pieter Berlyn
BSc, Dip PFS, Cert CII (MP & ER)
Having completed his Diploma in Regulated Financial Planning, Pieter is now working towards Chartered Status. Working closely with all of our clients, Pieter is also qualified in Equity Release Mortgages and Long-Term Care planning.
Beth Howse
Cert CII (MP)
Beth is the office manager and has worked as an administrator with the financial sector for nearly 10 years. Beth is an integral part of the Beaumont Wealth Management team, keeping everything ticking along with an eye for detail.
Address
Beaumont Wealth Management
61 Worcester Road
Bromsgrove
Worcestershire
B61 7DN
Phone
01527 314315