# Beaulieu Wealth Management

Beaulieu Wealth Management is a Bank / Wealth / Trust based in Chelmsford, United Kingdom.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Chelmsford, United Kingdom
- **Region:** Europe
- **Address:** Chelmsford, Essex, United Kingdom
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** beaulieuwealth.co.uk
- **LinkedIn:** https://www.linkedin.com/company/beaulieu-wealth-management

## Regulatory record

- **Reports private funds:** No

## About

Beaulieu Wealth Management is a wealth management firm based in Essex, UK. It focuses on serving clients in Europe.

## Sectors

- Wealth Management
- Financial Planning
- Pensions & Retirement
- Tax Planning

## People

- Mitul Shah — Founder and Managing Director

## Questions

### Who runs investment decisions at Beaulieu Wealth Management?

Mitul Shah, the founder and managing director, leads the practice. He holds the Diploma in Regulated Financial Planning and the firm operates as a directly authorised entity under the FCA. Beaulieu does not employ a chief investment officer or maintain a centralised investment committee, reflecting the typical structure of a small IFA where individual advisers construct and monitor client portfolios against agreed risk profiles.

### Is Beaulieu Wealth Management tied to any product providers or platforms?

No. The firm is directly authorised by the FCA and trades as an independent financial adviser. This status requires it to consider all suitable retail investment products and providers when making a recommendation, rather than restricting advice to a panel or a single provider's range. The firm uses third-party wrap platforms such as Quilter and Transact to custody client assets, but does not operate a proprietary platform.

### Does Beaulieu Wealth Management run its own funds or discretionary portfolios?

No. The firm does not hold a discretionary investment management permission on its FCA register. Client portfolios are built on an advisory basis, meaning every trade requires explicit client consent. This contrasts with discretionary fund managers who execute portfolio changes without prior client sign-off.

### What is the firm's known posture on pension transfer advice?

Beaulieu holds the FCA pension transfer permission, but the firm has not publicly disclosed the volume of defined benefit transfers it advises on. In the post-2019 UK regulatory environment, many small IFAs either surrendered this permission or restricted it to insistent clients only, driven by professional indemnity insurance costs. Whether Beaulieu actively transacts DB transfers at scale remains undisclosed.

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- [Bearing Point Capital](https://altss.com/profile/bearing-point-capital)
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Last updated: 2026-06-03T20:00:00.000Z

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