Beneficial Financial Management

Independent Financial Adviser  35 Lutterworth Road, Leicester, Leics, LE8 4DW
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FCA authorised
Last authorised 26th October 2020
Life doesn't need to be complicated.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Equity release
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Meet our advisers
Richard Brabbins
IFA
Becky Edwards
IFA
About us

‘Established in 1992, BFM offers an extensive range of advice services including the specialist areas of Occupational Pension Schemes, Long Term Care and Equity Release. All our advisers have significant experience and are either Chartered or Diploma qualified which enables us to provide good quality advice to a wide range of individuals and companies.

We aim to build enduring relationships with clients where we advise upon, review, and monitor their financial circumstances over many years.’

Our services

We always aim to put you in a position whereby you can make informed decisions about your financial needs. This normally involves presenting you with clear and concise information, possibly a little education, and certainly backed up with guidance from an IFA with a wide range of knowledge and experience.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

35 Lutterworth Road, Blaby, Leicester, Leics, LE8 4DW

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