Rothesay Bennett Financial Planning

Independent Financial Adviser Rothesay Bennett Ltd, 287/289 (top floor) Kenilworth Road, Balsall Common, Solihull, West Midlands, CV7 7EL
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
17th June 2019
All advisers at Rothesay Bennett are highly qualified and have a minimum 9 years experience advising clients.
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Wealth management
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Large business
    • Life insurance
    • Small business
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Long term care
    • Bad credit
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Mortgage protection
    • Overseas
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
adviser-person
Charles Spear
adviser-person
Richard Westwood
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Thomas Burns
adviser-person
Xennon Horner
Mike Seal
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Where to find us

Rothesay Bennett Ltd, 287/289 (top floor) Kenilworth Road, Balsall Common, Solihull, West Midlands, CV7 7EL

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)
£50,000
Minimum pension value
£250,000
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 0.18 mi
Chartered Financial Planners and advisers to individuals, companies, trustees and charities offering peace of mind, high quality guidance
 
Financial Adviser (Restricted Whole of Market) 2.4 mi
For advice on Pensions, Retirement Planning, Investments and Savings, Wealth Management and Life Cover.
 
Independent Financial Adviser 3.03 mi
I'm your financial coach I will show you how to save tax, invest well and prosper.
 
Independent Financial Adviser 3.53 mi
Expertly delivered financial solutions to help you achieve your goals and protect your family & future wealth.