Bleathwood IFA Ltd

Independent Financial Adviser Bleathwood House, 45 Upper Packington Road, Ashby De La Zouch, Leicestershire, LE65 1ED
FCA verified
10th September 2018
Independent Advice and Regular Review service on Investments, Pensions, Tax Planning and Protection through an agreed cost basis.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Corporate pension
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group protection
    • 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
    • Wealth management
    • Estate planning
    • Taxation planning
Meet our advisers
adviser-person
Kevin Cunningham Dip PFS, Certs CII(MP & ER)
IFA
Where to find us

Bleathwood House, 45 Upper Packington Road, Ashby De La Zouch, Leicestershire, LE65 1ED

About us

We are passionate about providing Independent Financial Advice, which is supported by over 25 years worth of experience and high level qualifications. We help clients develop a strategy so they achieve their goals rather than sell products. We offer a "no obligation" initial discovery meetings were we explain how we work, costs and how we help you achieve your goals.

Our advice covers Investments, Pensions and Protection.

We are appointed representatives of Sense Network Ltd, a national network of Independent Financial Advisers.

Our services

We work well with both Individuals and Business Owners, helping them plan for their financial future.

We offer a service rather than sell a product. Bleathwood is specifically designed to offer clients a regular review service at an appropriate cost.

We help clients build a financial strategy and through regular meetings review how the plan is progressing.

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

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