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
FCA verified
2nd December 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
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Buy to let
    • Buying first home
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Alan Francis BA (hons), DipFS
Financial Adviser
What our clients say
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
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
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
Alan is an excellent IFA whom I am pleased to recommend. Bill Leech
Bill Leech, Henley In Arden
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 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
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
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.

Advice methods
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

Similar advisers near you

Independent Financial Adviser 1.39 mi
Creating, managing and protecting your wealth the intelligent way
Independent Financial Adviser 1.56 mi
Offering professional and personal financial solutions across all aspects of financial planning, from pension and investments to mortgages and protection
Independent Financial Adviser 1.85 mi
We offer holistic independent financial advice on pensions, investments, capital preservation strategies, insurances and inheritance tax planning.
Independent Financial Adviser 2.45 mi
Independent financial advice providing clients with a comprehensive service, creating bespoke financial planning strategies.