Rothesay Bennett Financial Planning

Independent Financial Adviser  Rothesay Bennett Ltd, Balsall, West midlands, CV7 7EL
First meeting at adviser's own cost
All advisers at Rothesay Bennett are highly qualified and have a minimum 9 years experience advising clients.
We can advise you on
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Annuity purchase
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Auto enrolment
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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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Buy my next home
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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
Response rating
9.0/10
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FCA authorised
Last authorised 25th May 2020
Meet our advisers
Mike Seal
Chartered Financial Planner

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

Accreditations
Chartered Financial Planner
Thomas Burns

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry together with packaged products (pensions, protection and savings and investments) and the giving of investment advice. Chartered Institute of Bankers in Scotland (CIOBS) qualifications are subject to a separate grading with the Scottish Credit and Qualifications Framework (SCQF) - www.scqf.org.uk

Xennon Horner

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Richard Westwood
Chartered Financial Planner

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4

Accreditations
Chartered Financial Planner
Charles Spear
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.

Where to find us
Head office address: Rothesay Bennett Ltd, 287/289 (top floor) Kenilworth Road, Balsall Common, Solihull, West Midlands, CV7 7EL
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 25th May 2020

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