Rothesay Bennett Financial Planning

Independent Financial Adviser  564 Birmingham Road, Birmingham, West midlands, B30 2EP
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
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
Response rating
7.0/10
check
FCA authorised
Last authorised 25th May 2020
Meet our advisers
Charles Spear
Consultant
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: 564 Birmingham Road, Lydiate Ash, West Midlands, BROMSGROVE, B61 0HT
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 25th May 2020

Similar advisers near you

Independent Financial Adviser 0 mi
We are a local, friendly and professional financial advisory firm offering advice in all aspects of financial planning.
 
Independent Financial Adviser 0.57 mi
Providing experienced financial advice remotely - honest, clear, transparent, and coherent planning strategies securing your financial future.
 
Restricted - whole of market 0.78 mi
Pension and Retirement Specialists.
 
Independent Financial Adviser 1.25 mi
Open Honest Transparent Financial Advice. Working with you - to help you achieve your goal and realise your ambitions.