Financial Planning for your Future

Founded in 1997 by Stephen Beardmore, Beardmore & Co is now a family business with his sons, Chris joining the company in 2012, Richard in 2017 and Jonathan in 2020. Both Chris and Richard have achieved Chartered Financial Planner status, the profession’s gold standard for Financial Planners. Through the use of leading software and our client portal we provide advice to clients across the UK.

Our Service to You

We are independent-minded and clear thinking. Our approach for each client is genuinely bespoke, considering the broadest possible range of financial planning options to meet their needs.

Independent

Beardmore & Company are independent and work solely for the benefit of our clients, allowing you to receive bespoke planning.

Chartered

The Gold Standard for Financial Planners.

Experienced

With over 25 years of experience across a multitude of financial planning companies our team has a wealth of experience in planning.

Our People

We are a group of like-minded financial planning businesses, committed to applying the best financial thinking for the benefit of our clients. At the heart of the way we all operate is a fundamental belief in the power of financial planning and its ability to transform people’s lives.

Stephen Beardmore

Founder / Director

Stephen has over 40 years’ experience in the financial services industry and prior to retirement was a Chartered Financial Planner. His career in finance began when he started working for the Prudential, followed by the TSB in 1978 where he became an Area Manager.

He established Beardmore & Co in 1997 and completed all the qualifications 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.

Chris Beardmore

Chartered Financial Planner/Director

Chris joined Beardmore & Co in October 2011 after working with Chadwick’s IFAs, Chester since March 2008.

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 in March 2011, seeing Chris recognised as one of the top three Financial Planners from across the UK.

Outside of work Chris lives in Penrhyn Bay with his wife – Nicola, and daughters – Laurie and Esme, and their two spaniels – Jake and Rosie. Chris is a sports fanatic, enjoying all sports. He is a member of the GOG Triathlon Club and plays football for Llanrwst FC.

Richard Beardmore

Chartered Financial Planner/Director

Richard joined Beardmore & Co in June 2017 as a financial adviser.

Richard has achieved his Chartered status and enjoys providing bespoke, holistic advice that allows clients to transition into retirement with peace of mind.

Richard lives in Conwy with his wife, Fiona, and children, Isla and Alfie. Outside of work Richard enjoys playing football.

Jonathan Beardmore

Financial Adviser

As a Financial Adviser, Jonathan has helped clients for over a decade. He has particular expertise working alongside legal professionals. His planning ethos is focusing on the long-term to enable clients to meet their needs, and he is a huge advocate of cashflow forecasting and passive investments.

Jonathan is also one third of the highly successful Eggchasers rugby podcast and has interviewed hundreds of professional rugby players via his work on The Rugby Dungeon podcast. He also writes articles about the business aspects of the sport.

Sally Williams

Account Manager

Sally is a key member of the Beardmore & Co team, having joined Beardmore & Co as a Personal Assistant to Stephen in 2003.

Her role is now as Accounts Manager, having previously been both Office Manager and Client Manager.

In her spare time Sally enjoys coastal and hill walking, cycling and gardening. She has also represented her county playing badminton at both junior and senior level.

Michelle Mullin

Paraplanner / Compliance Manager

Michelle joined Beardmore & Co in June 2016, having previously worked for Student Finance Wales as a finance assessor. She completed her studies at Bangor University. At Beardmore & Co, Michelle collaborates with advisers to craft financial strategies aligned with clients’ goals, contributes to research and report generation, and offers insights on compliance issues.

Michelle holds the level 4 Diploma in Regulated Financial Planning and is actively pursuing chartered status.

Beyond her professional pursuits, Michelle enjoys spending time with her family and friends, and cats, Tux and Bruno, as well as travelling.

Shelley Kay

Client Manager

Shelley joined Beardmore & Co in 2014 as an Office Administrator. She has become an invaluable member of the team, providing clients with essential administrative support and as a Client Manager to Richard.

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 running, hiking and cold-water swimming around the North Wales coast and countryside.

Aled Davies

Client Manager

Aled joined Beardmore & Co in December 2023 as a Client Manger for Chris. Aled previously worked at a partner practice of St. James’s Place on Anglesey.

Aled has achieved the level 4 Diploma in Regulated Financial Planning and is working his way towards chartered status.

In his spare time, Aled enjoys playing football for his local side Llanfairpwll.

Kim Dodd

Client Manager

Kim joined Beardmore & Co in March 2024 as a Client Manager for Chris. Kim’s daily responsibilities include maintaining and developing client-business relationships, managing client portfolios, and attending meetings.

Kim possesses a wealth of experience working across various sectors, frequently spearheading positive changes to enhance business performance and support for staff. Notably, she cultivated extensive client relationship skills while assuming the role of Client Manager in a previous role.

Outside of work, Kim is particularly family-orientated, relishing moments spent exploring the countryside with her family by bike or on foot. She holds a deep appreciation for the stunning landscapes of the UK, often embarking on caravan adventures with her family and her lovely Poochon, Iris.

Rebekah Lowther

Client Manager

Rebekah joined Beardmore & Co as a Client Manager working alongside Jonathan to deliver an unparalleled service to our clients.

With a background in management, Rebekah has developed her skills within both private and third sector organisations, demonstrating her versatility and broad understanding of diverse operational environments.

In her spare time, Rebekah enjoys spending time with her family, going for days out in their classic cars, and reading.

Heather Dixon

Receptionist

Heather joined Beardmore & Co in September 2022 as a Receptionist. Her role includes meeting and greeting clients, answering the telephone, and carrying out various administrative duties.

Heather is an experienced administrator having previously worked as a legal secretary for a local firm of solicitors, and a sales negotiator for an estate agent.

In her spare time, Heather enjoys walking, mountain biking, and arts and crafts.

Client Testimonials

“I have been a client of Stephen’s since 2001, through all the economic changes! I feel that he prioritises my needs, circumstances and preferences. His professional and caring demeanour elicits my trust and respect and I had no hesitate in recently recommending him to a friend.”

Mrs S Parnell

“Cannot thank Richard enough for resolving a very difficult pension issue – without his invaluable knowledge of pensions market and his patience I would still be clueless! Once resolved he talked and advised me of all the options for my future! Highly recommended.”

Miss E Chenneour

Our Offices

The ground floor offices are located in the centre of Llandudno, with car parking at the rear of the building. Five minutes’ walk from Llandudno Train Station.

Becoming A Client

If you are interested in our services, please get in touch and our team will help discuss how we can help you.

CONTACT US
contact us