Rothesay Bennett Financial Planning

Independent Financial Adviser Citibase Plc, 101 Lockhurst Lane, West Midlands, Coventry, CV6 5SF
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
16th September 2019
All advisers at Rothesay Bennett are highly qualified and have a minimum 9 years experience advising clients.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Bad credit
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Buying overseas
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
adviser-person
Xennon Kai Horner
Senior Independent Financial Adviser
Where to find us

Citibase Plc, 101 Lockhurst Lane, West Midlands, Coventry, CV6 5SF

Make an enquiry
About us

Rothesay Bennett is an Independent Financial Adviser that is built on high quality independent advice. Our professional advisers have over 100 years combined experience in face to face financial advice. As independent financial advisers we pride ourselves in offering “truly independent advice”. We have the best interests of our clients at heart and will act solely on your behalf at all times. This independence enables us to advise our clients on products and services from across the whole of the market place. We work for our clients to help you achieve your goals - we do not have our own products to offer. We tailor our service to the diverse needs of our clients, offering you the best possible choice. Our professional advisers strive to build a trusted client relationship which will last a lifetime.

Our services

Rothesay Bennett provide uncomplicated and, most importantly, meaningful independent financial advice.

We offer a professional, friendly service with solid, down to earth advice that you will understand. We focus on providing our clients with independent wealth management services and, through our use of technology and the training of our support team, pride ourselves on delivering a highly streamlined service for all our clients

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Compliance

Rothesay Bennett Limited is directly authorised and regulated by the Financial Conduct Authority.

Rothesay Bennett Limited has a FCA number (795885).

Similar advisers near you

Independent Financial Adviser 1.54 mi
With ever changing legislation, retirement options can be at best confusing. Take advice from retirement specialists at The Pension Planner.
 
Independent Financial Adviser 1.63 mi
One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
 
Independent Financial Adviser 1.66 mi
Providing financial advice to individuals, families and business owners since 2003. A friendly and professional approach to planning your future.
 
Independent Financial Adviser 2.29 mi
Our focus is to build lasting relationships and provide an all round impeccable service.