Stephen Beardmore - Director
Stephen has over 30 years experience in the financial services industry. His career in finance began in 1985 when he was working for TSB as an Area Manager.
He established Beardmore & Co in 1997 and has since gone on to complete all the qualification required to be awarded the coveted status of Chartered Financial Planner, the highest designation that can be achieved in the profession. As a result of Stephen’s passion, enthusiasm and knowledge for finance the business has continued to flourish over the last 18 years.
Stephen specialises in Investments, Pensions and IHT Planning. Capital investment and wealth creation is where his passion lies. With a keen interest in a consultative and holistic approach to financial planning, he emphasises the importance of explaining a client’s financial circumstances in plain English for all to understand.
He moved to North Wales at the age of 13, and now lives with his wife Ann in Penrhyn Bay; they have four independent children, three of which have followed him into the finance industry. During his free time Stephen enjoys socialising with his family and friends, fine dining, skiing and during the summer month’s competitive pigeon racing. He is also a keen supporter of local hospices, attending many of their fundraising events.
Chris Beardmore - Director
Chris joined Beardmore & Co in October 2011 after working with Chadwick’s IFAs, Chester since March 2008.
Chris’s career began in Sheffield where he started university in 2004 and later graduated with a First Class honours degree in Financial Services. He has sped through his financial examinations, achieving the qualification of Chartered Financial Planner at the age of 24 (December 2010).
In recognition for becoming the youngest male Financial Planner to achieve chartered status across the UK, Chris was awarded the Young Achiever Award by the Chester and North Wales Chartered Insurance Institute (CII March 2011). His exceptional achievement continued to be recognised when he reached the final of the Chartered Financial Planner of the Year Award (November 2011). The awards, hosted by Clive Anderson, saw Chris recognised as one of the top three Financial Planners from across the UK.
Chris specialises in looking after private clients and works in conjunction with accountants and solicitors providing and specialising in investment, pension and IHT planning.
Outside of work Chris lives in Penrhyn Bay with his wife Nicola, daughter Laurie and Cocker Spaniel Jake. Chris is a sports fanatic and enjoys all sports with a particular interest in football, golf, cycling, skiing and triathlons.
His philosophy is you only get one chance at life, so enjoy it!!!
Sally Williams - Office Manager
Sally is a key member of the Beardmore & Co team. She joined Beardmore & Co as a Personal Assistant to Stephen in 2003 having worked for 13 years with a leading high street bank. She now supports both Stephen and Chris in her role as Office Manager.
Her new role involves providing front of office and key administrative functions to enable Beardmore & Co to provide an excellent customer service; including responding to client requests and queries promptly, working closely with the advisers to monitor client accounts and managing client annual portfolio reviews.
In her spare time Sally enjoys coastal walking, gardening and baking. She has also represented her county playing badminton at both junior and senior level.
Shelley Kay - Office Administrator
Shelley joined Beardmore & Co in 2014 as an Office Administrator. Since then she has become an invaluable member of the team, providing our clients with essential administrative support and as a personal assistant to Chris.
Shelley has many years’ experience carrying out a similar role in Abbey National as a Personal Financial Adviser and then working in General Practice since 1997.
Outside of work Shelley enjoys fun runs and getting out into the North Wales countryside and coast to enjoy walks with family and friends, and Poppy the Whippet, whatever the weather.
Richard Beardmore - Paraplanner
Richard joined Beardmore & Co in June 2017 after 5 years of working for Equilibrium Asset Management, an award winning Chartered Wealth Management company in Wilmslow, Cheshire. His role was to manage client relationships and offer technical support.
As Richard progressed in the role he found interacting with clients and building long lasting relationships very rewarding and it made sense for him to join the family business in his home town of Llandudno.
Richard has achieved his level 4 Diploma for Financial Advisers and is working his way towards his Chartered Status and becoming an independent financial advisor at Beardmore & Co.
Richard is also a sports fanatic but unlike Chris, prefers to be a spectator with his Sky Sports package rather than find hills to run up or lakes to swim in!
Michelle Mullin - Paraplanner
Michelle is the most recent addition to the team, having joined Beardmore & Co in June 2016 as a trainee paraplanner. Her role includes research support and monitoring client accounts whilst studying towards a Diploma in Regulated Financial Planning.
Michelle previously worked for Student Finance Wales as a finance assessor after completing her studies at Bangor University.
When not studying Michelle enjoys taking part in charity running events, and is a member of a local Zumba class, she also enjoys spending time with family and friends.