Beaumont Financial Planners Limited

Reference number: 772710

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Identity

Check their details

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

Also trades as
  • Beaumont Wealth

Company details

From the company's Companies House record.

Company number
08707394
Company status
Active
Company type
Private limited company
Incorporated
26 September 2013 (12 years old)
Registered office
21 Salop Road, Oswestry, Shropshire, SY11 2NR, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Current directors and secretaries

Name Role Born Appointed
Mark Clement Evans Director Aug 1966 26 Sep 2013
Neeta Bakrania Director Sep 1968 1 Oct 2025

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.

    Check your FSCS cover →

Show FCA detail (4 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Making arrangements with a view to transactions in investments

Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Track record

FCA actions and complaints

No FCA disciplinary action, and no complaints recorded with the Ombudsman.

Previously registered as

The FCA register holds one earlier registered name for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.

  • Beaumont Financial Planners Ltd

Names it no longer trades under

This firm has retired 2 trading names. If you were contacted under one of these, the name did belong to this firm, but check the current details above before going ahead.

Show the retired names
  • Alpine
  • Morris Cook Financial Services

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Common questions

Frequently asked questions

Is Beaumont Financial Planners Limited FCA authorised?
Yes, Beaumont Financial Planners Limited (FRN 772710) is authorised by the FCA to carry out regulated activities.
Is my money safe with Beaumont Financial Planners?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Beaumont Financial Planners to the Financial Ombudsman Service, free of charge.
Is Beaumont Financial Planners a scam or clone?
Beaumont Financial Planners is a genuine FCA-listed firm. However, scammers sometimes clone authorised firms. Always check that the contact details you were given match those on the FCA register before sending money or sharing information.
What is Beaumont Financial Planners's Firm Reference Number (FRN)?
Beaumont Financial Planners's FRN is 772710. You can verify it on the FCA register.