0330 038 8939
Based in Shrewsbury
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedbackVerified since: April, 2016
4.8 out of 5
Checks carried out by VouchedFor
FCA Regulated
Mark and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct AuthorityLast checked: 10 August 2026
Mark and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
20
Recent Client Reviews
Mark has received 20 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
Mark has received 20 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.Last checked: 10 June 2026
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
9
Qualifications Uploaded
Mark has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below9 qualification certificates available to view
Mark has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Mark has added their fees to their profile. You can see them by clicking on the ‘fees’ tab belowMark has provided information on their typical fees
Mark has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
20
Positive First Impressions
90% of VouchedFor users have had a positive (4 or 5 star) first experience with Mark (based on 20 first impressions)90% of users who are not yet clients had a positive first experience with Mark
90% of VouchedFor users have had a positive (4 or 5 star) first experience with Mark (based on 20 first impressions)
About
Mark has been leading the team at Beaumont Wealth for over 25 years. During this time, he has achieved consistent growth and customer satisfaction by creating a positive and welcoming environment for clients and employees. Mark specialises in pension and investment planning for business owners, company directors, and private clients. He is responsible for future strategic business planning and is a member of the Beaumont Investment Committee. Mark is passionate about continued development and works hard to ensure our team of Independent Financial Advisors is comprehensively skilled to manage their clients’ finances. As a member of the Personal Finance Society, the largest professional body for individual financial advisers, Mark guides the team in upholding Beaumont’s high standards. Outside of work, Mark enjoys spending time with his family, cycling, and indulging in his love of travel. He’s also a self-confessed foodie with a passion for locally produced food.