11 Pure Offices, Lakeview House, Wilton Drive, Warwick, Warwickshire, CV34 6RGMake an enquiry
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.
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.
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