Throughout your life you will need financial advice for many reasons such as planning for your retirement, managing your investments and protecting your family. It is important that you get the expert guidance that is tailored to your individual needs. We will provide you with financial peace of mind by offering professional, trustworthy advice on the best way to invest and manage your money.
We are experienced and well-qualified in providing independent financial advice for all aspects of financial planning. From our base in Whaley Bridge we provide IFA services within the county and further afield primarily, although not exclusively, in the postcodes of Stockport, Bolton and Oldham. To find out more about becoming a client of Kevin Benstead IFA Limited, the next step is to arrange a meeting.
This is at our expense and without any obligation on your part. We have put together a selection of videos to help you understand how some of our services work and how we operate within FCA guidelines.
We are experienced and well-qualified in providing independent financial advice for all aspects of financial planning. From our base in Whaley Bridge we provide IFA services within the county and further afield primarily, although not exclusively, in the postcodes of Stockport, Bolton and Oldham. To find out more about becoming a client of Kevin Benstead IFA Limited, the next step is to arrange a meeting.
This is at our expense and without any obligation on your part. We have put together a selection of videos to help you understand how some of our services work and how we operate within FCA guidelines.
Services
As we are independent, we offer impartial and unbiased advice from the whole of the market.
Our charges are based on the work that we do and these are clearly set out and discussed during our initial meetings.
We employ and work with experienced, capable people who are good at what they do and take pride in the service they provide to our clients'.
Our clients can benefit from our ability to offer advice on the broadest range of products and services, whether that be retirement planning, recommendations for investment purposes, life assurance, inheritance tax planning or cashflow modelling helping you make your financial goals a reality.
Our charges are based on the work that we do and these are clearly set out and discussed during our initial meetings.
We employ and work with experienced, capable people who are good at what they do and take pride in the service they provide to our clients'.
Our clients can benefit from our ability to offer advice on the broadest range of products and services, whether that be retirement planning, recommendations for investment purposes, life assurance, inheritance tax planning or cashflow modelling helping you make your financial goals a reality.
Whether taking care of immediate or long-term financial decisions, we advise on a range of strategies to manage money thoughtfully.
Initial discussions can be arranged in the comfort of your own home, at a time that is convenient to you, and will be free of charge and without obligation.
Where further advice is deemed necessary, we will present fee options up front and explain the choices you can make in deciding how to pay these.
It will then be up to you to decide if you wish to go ahead without, please rest assured, any pressure imposed from us.
Initial discussions can be arranged in the comfort of your own home, at a time that is convenient to you, and will be free of charge and without obligation.
Where further advice is deemed necessary, we will present fee options up front and explain the choices you can make in deciding how to pay these.
It will then be up to you to decide if you wish to go ahead without, please rest assured, any pressure imposed from us.
Been a client for many years and the personal service Kevin and his team, especially Darren, give is outstanding.
We have used Kevin to look after our financial affairs for the last 5 years and have found him to be very professional and approachable at all times.
We chose Kevin as over the years, we had made numerous investments with no real long-term plan and had become disillusioned with the advice and returns provided by Building Societies.
We also needed advice on switching a pension into a SIPP and the best way to make use of our annual ISA allowance.
We have used Kevin to look after our financial affairs for the last 5 years and have found him to be very professional and approachable at all times.
We chose Kevin as over the years, we had made numerous investments with no real long-term plan and had become disillusioned with the advice and returns provided by Building Societies.
We also needed advice on switching a pension into a SIPP and the best way to make use of our annual ISA allowance.
The GDPR places additional obligations on all businesses to make sure that they understand the personal data they hold.
They are also required to ensure that all personal data is dealt with in a structured, secure and consistent way.
You can read about the way we handle personal data at Kevin Benstead IFA in our Privacy Notice.
This explains what personal information we collect and why, how we use it, times we might need to share it and how long we'll retain it for.
If you have any further queries about data protection at Kevin Benstead IFA, please don't hesitate to contact us.
They are also required to ensure that all personal data is dealt with in a structured, secure and consistent way.
You can read about the way we handle personal data at Kevin Benstead IFA in our Privacy Notice.
This explains what personal information we collect and why, how we use it, times we might need to share it and how long we'll retain it for.
If you have any further queries about data protection at Kevin Benstead IFA, please don't hesitate to contact us.
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