Beneficial Financial Management
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Investments
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Insurance & protection
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Business
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Pensions & retirement
- Annuity purchase
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Savings
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Financial planning
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Tax & trust planning
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Long term care
- Long term care
35 Lutterworth Road, Blaby, Leicester, Leics, LE8 4DW
‘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.’
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.
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