Welcome to Beardmore & Company Ltd
Beardmore & Company Limited are Independent Financial Advisers (IFA) and Chartered Financial Planners, offering financial planning and advice for individuals and businesses on all aspects of capital investment, IHT planning, pensions, ISAs and life protection.
Stephen Beardmore, director, is a member of the Personal Finance Society and also holds the title of Chartered Financial Planner issued by The Chartered Insurance Institute placing him in an unprecedented position in North Wales.
An initial meeting would cover your personal circumstances and financial situation, as well as your appetite for investment risk and your objectives. We will then be able to research the whole of the market to find products/solutions to meet your personal needs both now and in the future which could lead to a long-term relationship covering all aspects of your financial needs. Once a course of action is in place we carry out regular reviews to ensure any changes in your personal circumstances are catered for.
We are happy to offer to work on a fee basis, commission basis or a combination of the two, whichever suits you best.
Many of our introductions come from existing clients or local professionals. We also have a close working relationship with private banks, trustees, lawyers, accountants and property specialists.
If you would like an initial discussion please contact us to arrange a mutually convenient appointment.
Our key areas of specialisation
Meet the team
Meet our team of friendly advisers.