Mark Evans

Mark Evans

Beaumont Wealth

Minimum savings/pensions: Over £100,000

0330 038 8939
Based in Shrewsbury
View location
Top Rated 2025
Verified since: April, 2016
4.8 out of 5

87 reviews

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 10 March 2025

    Mark and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 13

    Recent Client Reviews

    Verified reviews: 100%

    Mark has received 13 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 12 November 2024

    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

    9 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 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

  • 14

    Positive First Impressions

    93% of users who are not yet clients had a positive first experience with Mark

    93% of VouchedFor users have had a positive (4 or 5 star) first experience with Mark (based on 14 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 10 March 2025

    Mark and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 13

    Recent Client Reviews

    Verified reviews: 100%

    Mark has received 13 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 12 November 2024

    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

    9 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 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

  • 14

    Positive First Impressions

    93% of users who are not yet clients had a positive first experience with Mark

    93% of VouchedFor users have had a positive (4 or 5 star) first experience with Mark (based on 14 first impressions)

Mark has been leading the team at Beaumont Wealth for over 20 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. Mark has achieved the VouchedFor Certificate of Excellence with a 4.8/5 customer rating. 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.

Offers available through VouchedFor

Contact Mark through VouchedFor and your initial 30 minute meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Mark's clients

Based on responses provided by clients who have reviewed this adviser

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Adviser Disclaimer

This content is for information purposes only and does not constitute advice Beaumont Wealth is a trading style of Beaumont Financial Planners Ltd who are authorised and regulated by the Financial Conduct Authority.