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
10/10
FCA verified
24th September 2018
We provide friendly, low cost, easily understood planning for our clients. Specializing in Pensions Planning, Investments & Residential/BTL mortgages
We can advise you on
    • Wealth management
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Ethical investments
    • Investing for income
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Buy to let
    • First time buyers
    • Flexible
    • High loan to value
    • Remortgage
    • Residential
    • Right to buy
    • Self employed
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Alan Francis BA (hons), DipFS
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

Contact us
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.

I provide 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 build and review bespoke active pension and investment portfolios to match 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.

I am happy to deal with clients looking for ethical investment funds.

Also happy to help and advise upon mortgages.

Advice methods
  • mouse
    Online (Live chat, video, email)
  • icons
    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
£125,000
Compliance

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

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