Beneficial Financial Management

Independent Financial Adviser  Office 2, 1st Floor, Alcester, Warwickshire, B49 6HN
First meeting at adviser's own cost
I provide friendly, low-cost, easily understood planning for my clients. Specializing in Pensions Planning, Drawdown, Long term Investments & Residential/BTL mortgages. I am based in Alcester for office appointments.
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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Buy to let
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Buying first home
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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OEICs
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Offshore investments
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Socially responsible investments
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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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Critical illness
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Income protection insurance
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Life 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
Response rating
9.6/10
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FCA authorised
Last authorised 29th March 2021
Meet our advisers
MR Alan Francis BA (hons), DipFS
Financial Adviser

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

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

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.

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.

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

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

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

About us

I have personally worked in Warwick as an IFA since 2003.

The company as a whole (Bruce Bennett trading as Beneficial Financial Management) has been established for 25 years

With a Head Office in Leicester, the group has expertise in all areas and can provide specialist services such as DB Pension Transfers, Equity Release Mortgages, and Long Term Care Planning.

Alan provides friendly, competitive cost, easily understood advice, and planning for individual clients.

I specialize 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

My key skill is to listen to my clients' needs and objectives and building a solution to meet expectations.

Everybody is different and so they may be wishing to build their investments and pensions using active or lower-cost passive funds.

They may be defensive in investment nature or prefer more risk. They may wish to retire soon and be looking for more certainty and retirement income.

They may wish to invest in funds with Environmental, Social and Governance safeguards.

I provide a solution for all of these aspects.

Where to find us
Head office address: Office 2, 1st Floor, Exhibition Equipment Building, Arden Road, Wilton Drive, Alcester, Warwickshire, B49 6HN
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£250,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
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    Face to face
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 authorized and regulated by the Financial Conduct Authority

Response rating
9.6/10
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FCA authorised
Last authorised 29th March 2021

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