CASE STUDY: Beaumont Financial Planners

IT support_business_ mobiles_broadband_Shropshire

CASE STUDY: Beaumont Financial Planners

Key Facts

  • IT infrastructure for a brand-new office building
  • Overhaul of existing IT system and equipment
  • Mobiles, broadband and hosted IP


Beaumont Financial Planners is a firm of independent financial advisers based in Oswestry. They have been providing financial planning solutions for their clients for over 15 years. Their team consist of qualified financial planners backed by a professional team of support staff.

From their Oswestry base, they cover the whole of Shropshire, Cheshire, North Wales and the Midlands, offering services such as cash flow modelling, pensions, savings and investments and estate planning.

Beaumont aim to be the number one choice for independent financial advice across all services. They pride themselves in investing client funds with integrity, honesty and professionalism to maximise long term returns in the most tax efficient manner while delivering exceptional client service every step of the way.

The Challenge

Beaumont has experienced a period of expansion as a result of organic growth and was in the process of acquiring additional office space to accommodate the growing operation. To ensure a smooth transition and ongoing collaborative working between the office locations, the company wanted an IT system that would connect the two sites for secure file sharing and to expand their current hosted IP telecoms system to increase efficiency and control costs.

The company also wanted an ongoing IT support package which could deliver instant support for any staff member when and where they need it.

The Solution

Ocean Telecom has been working with Beaumont since 2013, supplying mobile phones, landlines, broadband and hosted IP. As Shropshire’s leading provider of specialist communications solutions, Ocean Telecom recommended expanding the current hosted IP provision with additional handsets, proving their ease of scalability. Additional benefits of hosted IP include:

  • Free local and national calls
  • Free standard calls to UK mobiles*
  • Better business continuity
  • Economies of scale by using a single internet connection
  • Work from anywhere with a single phone number

Ocean Telecom was approached to provide the IT networking for Beaumont’s offices – which, alongside the existing telecoms provision – would provide a totally unified communications package.

A Virtual Private Network (VPN) was installed which would allow a secure connection between sites. Powerful PCs with integrated Office 365, 30 exchange email accounts and premium business security were supplied.

Following the installation of the network and PCs at the new site, Ocean performed a health check on the original office building equipment and discovered the main server hard drives were performing very poorly and a temporary fix was applied while new equipment was ordered.

The final part of the project was to provide the highest level of ongoing IT managed services both remotely and with onsite support included.

According to Mark Evans of Beaumont Financial Planners: “Our IT and communications systems are vital in providing a first-class service to our clients. Ocean’s approach in proactively supporting our telecoms over the years has allowed us to seamlessly expand the team without interruption to our services. Their enthusiastic approach impressed us from the start, consistently and promptly meeting our needs, suggesting better ways of working and in turn helping us to achieve our business objectives. The addition of IT support has been a big boost and having a single point of contact for all our IT and communications has already proved valuable.”

Ocean’s Approach

  • Unified communications package
  • Cost effective
  • Dedicated account manager
  • Telephone and on-site support
  • Delivery and set-up on site
  • Proactive support