Beneficial Financial Management

Independent Financial Adviser 35 Lutterworth Road, Blaby, Leicester, Leics, LE8 4DW
FCA verified
19th March 2018
Life doesn't need to be complicated.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Wealth management
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
Becky Edwards
Richard Brabbins
Where to find us
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.

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

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