Bevans

Independent Financial Adviser  4 St. Marys Mews, Barwell, Leicestershire, LE9 8AY
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FCA authorised
Last authorised 21st September 2020
Our lifestyle planning approach is centred around building financial confidence and helping you achieve financial freedom.
We can advise you on
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Annuity purchase
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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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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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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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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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Healthcare
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Income protection insurance
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Life insurance
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Estate planning
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Taxation planning
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Long term care
Meet our advisers
Neil Bevan DIPPFS
Director
About us

If you are looking for someone to take a genuine interest in you and your future, we might just be the adviser for you. We enjoy building working relationships with our clients and helping them shape their futures. Neil has a wealth of experience to draw from, having started in the industry in 1994. After practising as an Independent Financial Adviser for many years he established his own firm in July 2009. The firm has grown a client base of individuals who prefer an active working relationship with their adviser.

Our services

We understand that your situation is personal to you, so we’ll always take time to get to know what your future aspirations are. We’ll take time to look for the best solutions for your needs, and we’ll keep reviewing things as time goes by to make sure that they still do.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

4 St. Marys Mews, Barwell, Leicester, Leicestershire, LE9 8AY

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