Beneficial Financial Management

Independent Financial Adviser 11 Pure Offices, Lakeview House, Wilton Drive, Warwick, Warwickshire, CV34 6RG

First meeting at adviser's own cost

Response rating

9.7/10

22nd July 2019

We provide friendly, low cost, easily understood planning for our clients. Specializing in Pensions Planning, Investments & Residential/BTL mortgages

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Mortgages
- Buy to let
- Buying first home
- Flexible mortgages
- High loan to value
- Next home / Remortgaging
- Right to buy
- Self-employed mortgages
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Tax & trust planning
- Estate planning
- Income tax

Make an enquiry Request a call back 01926 566953 Recommend to a friend

Meet our advisers

Alan Francis BA (hons), DipFS

Financial Adviser

Qualifications & Accreditations Hide qualifications

R04 - Pensions and Retirement Planning (CII)

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

R03 - Personal Taxation (CII)

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

R02 - Investment Principles (CII)

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

R05 - Financial Protection (CII)

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

R01 - Financial Services, Regulation and Ethics (CII)

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

MAQ - Mortgage Advice Qualification (CII)

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

What our clients say

Alan is a first class IFA with particular expertise in the areas of pensions and investments. He actively manages the funds he has care of, on behalf of his clients, giving regular feedback and suggestions.

Richard Anderson, Stratford Upon Avon

Alan and I worked together for a a mutual client in the purchase a Commercial Property via their self invested pension schemes. It was a lengthy and complicated transaction and Alan worked hard to keep all parties up to speed and ensure all parties fully understood what was involved. I can recommend her for his expertise in pensions, attention to detail and patience in successfully completing this transaction.

Elizabeth Williams, Kenilworth

I have worked with Alan on many occasions over the last 12 months now and have found him to be thorough and extremely knowledgable in the work he undertakes.

Richard Baxter, Sheffield

Alan is an excellent IFA whom I am pleased to recommend. Bill Leech

Bill Leech, Henley In Arden

Alan is a very knowledgeable and extremely personable Financial Adviser. He has helped me out with mortgage and other financial advice several times and his recommendations are always sound. He doesn't try to push anything on you that you don't want, responds quickly and at very short notice, and always goes out of way to do what you ask for.

Sharon Gaskin, Droitwich

I've known Alan for a few years now and he's provided my clients and me with great service both on pensions and mortgage work. Highly recommended.

Tej Saran, Coventry

I've been referring clients to Alan since 2004, and have always been pleased with the compliments they feedback to me. The qualities I look for in an IFA are, integrity, expertise, professionalism and an ability discuss complex financial products in a way we can all understand. Alan possesses all these qualities in abundance, which is why he has been so successful. If you have a query on pensions, investments, SIPPS, income protection, critical illness, mortgages, or any other financial product, then give Alan a call for trustworthy advice that helps to maximise your wealth.

Paul Woodcock, Lichfield

Where to find us

11 Pure Offices, Lakeview House, Wilton Drive, Warwick, Warwickshire, CV34 6RG

Make an enquiry

About us

Beneficial Financial Management has been established for 25 years. Alan Francis is one of two advisers based in Warwick and with a Head Office in Leicester We have expertise in all areas as a group and can provide specialist services such as Occupational Pension Transfers, Equity Release Mortgages, and Long Term Care Planning.

Alan provides friendly, below average cost, easily understood advice and planning for individual clients. Specializing in Pension Planning (consolidation of schemes, future planning, and Income Drawdown solutions), Also Investment advice for regular income, long term growth & Residential /Buy to Let Mortgages.

Our services

I am in the small minority of IFA'S who build and review bespoke pension and investment portfolios for clients. The portfolios will match clients' investment risk and objectives at a much lower cost than Discretionary and Managed Portfolio Services.

For smaller funds or for less active clients there are options using a multi-asset governed or managed approach. These are more off the shelf solutions, lower cost but no less worthy.

I am also able to advise clients looking for ethical investment funds.

Lastly, I also help and advise upon Residential and Buy to Let mortgages.

Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

bfm is the trading style of Bruce Bennett which is authorised and regulated by the Financial Conduct Authority.

Make an enquiry Request a call back 01926 566953 Recommend to a friend

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Mortgages
- Buy to let
- Buying first home
- Flexible mortgages
- High loan to value
- Next home / Remortgaging
- Right to buy
- Self-employed mortgages
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Tax & trust planning
- Estate planning
- Income tax

Advice methods

Online (Live chat, video, email)
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£50,000

Minimum pension value

£50,000

Minimum mortgage value

£250,000

Compliance

bfm is the trading style of Bruce Bennett which is authorised and regulated by the Financial Conduct Authority.

Make an enquiry Request a call back 01926 566953 Recommend to a friend

Contact options

Make an enquiry Request
a call back 01926 566953 Recommend to a friend

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