ABOUT US
As an independent financial advice firm in Bromsgrove, we take a lifestyle‑based approach to planning - shaping our guidance around what truly matters to our clients. Our goal is to become a trusted financial partner for them and their families throughout every stage of life.
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We’re proud of the long‑standing relationships we’ve nurtured and the meaningful difference our support has made in helping clients feel confident about their financial future.
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.
Pieter Berlyn
Chartered MCSI
Dip PFS, Cert CII (MP & ER)
Having completed his Diploma in Regulated Financial Planning, Pieter has gone on to achieve Chartered Status, reflecting his commitment to the highest professional standards. He works closely with all of our clients and is additionally qualified in both Equity Release Mortgages and Long‑Term Care planning, ensuring well‑rounded support across a wide range of financial needs.
Anneliese McCann
Anneliese is the office manager and has broad experience as an administrator, most recently with the financial sector. Anneliese 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