We are independent financial advisers, which means our duty is solely to you - our client. Rothesay Bennett are based in Balsall Common, and our advisers have over 100 years of combined experience in helping clients navigate complex financial markets. The advice we provide is completely impartial, and our continuous monitoring and research of the financial services market enables us to recommend the most appropriate solutions to your financial needs.
Rothesay Bennett is regulated by the Financial Conduct Authority (FCA), and we are happy to work within a regulated environment which prioritises the interests of consumers. Rothesay Bennett have satisfied the rigorous criteria relating to professional qualifications and ethical good practice. You can therefore be confident that you are dealing with a firm who is wholly committed to providing you with the best possible advice, service and support.
There are times when it can prove difficult to establish your true financial needs, which is why we provide advice in a friendly and understandable manner.
Rothesay Bennett is regulated by the Financial Conduct Authority (FCA), and we are happy to work within a regulated environment which prioritises the interests of consumers. Rothesay Bennett have satisfied the rigorous criteria relating to professional qualifications and ethical good practice. You can therefore be confident that you are dealing with a firm who is wholly committed to providing you with the best possible advice, service and support.
There are times when it can prove difficult to establish your true financial needs, which is why we provide advice in a friendly and understandable manner.
Services
Rothesay Bennett is a firm of independent financial advisers specialising in providing advice on pensions (occupational and personal), investments, Inheritance Tax planning, estate/trust planning, and wealth and personal protection.
Our advisers have over 100 years of combined experience in helping clients navigate complex financial markets, and from the very beginning Rothesay Bennett has evolved primarily through client recommendations.
Taking advice can be a daunting process, whether you are looking to take financial advice for the first time or you've taken financial advice in the past.
Our advisers have over 100 years of combined experience in helping clients navigate complex financial markets, and from the very beginning Rothesay Bennett has evolved primarily through client recommendations.
Taking advice can be a daunting process, whether you are looking to take financial advice for the first time or you've taken financial advice in the past.
Rothesay Bennett has been built based on honesty, reliability and an excellent service.
Many of our clients have personally trusted us for nearly 30 years, and throughout this period we've developed many good friendships.
Richard is a Fellow of the Personal Finance Society, the highest qualification awarded by the Chartered Insurance Institute.
He has been in Financial Services since 2006 and has built on his career in the early years with the CIS as well as advising Personal and Corporate clients as an adviser with Barclays Financial Planning.
Many of our clients have personally trusted us for nearly 30 years, and throughout this period we've developed many good friendships.
Richard is a Fellow of the Personal Finance Society, the highest qualification awarded by the Chartered Insurance Institute.
He has been in Financial Services since 2006 and has built on his career in the early years with the CIS as well as advising Personal and Corporate clients as an adviser with Barclays Financial Planning.
At Rothesay Bennett, we pride ourselves on helping our clients take control of their financial present and their future, allowing them to focus on the things that matter most to them.
Most people admit to not having a financial plan or a strategy, this is where we can help.
Whilst many things in life are uncertain, your financial future shouldn't be.
Whether you are looking to build your first financial plan, or indeed tweak an existing one, we are here to help.
Book your consultation now by selecting the most convenient time for you and one of our qualified financial advisers will be in touch.
Most people admit to not having a financial plan or a strategy, this is where we can help.
Whilst many things in life are uncertain, your financial future shouldn't be.
Whether you are looking to build your first financial plan, or indeed tweak an existing one, we are here to help.
Book your consultation now by selecting the most convenient time for you and one of our qualified financial advisers will be in touch.
There are times when it can prove difficult to establish your true financial needs, which is why we provide advice in a friendly and understandable manner.
Rothesay Bennett has been built based on honesty, reliability and an excellent service.
Many of our clients have personally trusted us for nearly 30 years, and throughout this period we've developed many good friendships.
The foundation of the service Rothesay Bennett provide to our clients is built on developing a long-term relationship that enables us over time to recommend the appropriate adjustments required to our clients' financial planning strategy as events inevitably change.
Rothesay Bennett has been built based on honesty, reliability and an excellent service.
Many of our clients have personally trusted us for nearly 30 years, and throughout this period we've developed many good friendships.
The foundation of the service Rothesay Bennett provide to our clients is built on developing a long-term relationship that enables us over time to recommend the appropriate adjustments required to our clients' financial planning strategy as events inevitably change.
You might be planning for your retirement, looking to generate investment income to top up your pension, saving for a deposit to buy a property or buy a holiday home, providing for school fees, or simply creating a secure nest egg for the future.
Typically, many of our clients may want to invest money on a regular basis to build up a capital sum for the future.
Rothesay Bennett provide solutions for the diverse needs of our clients, enabling each individual to structure their finances as efficiently as possible.
Typically, many of our clients may want to invest money on a regular basis to build up a capital sum for the future.
Rothesay Bennett provide solutions for the diverse needs of our clients, enabling each individual to structure their finances as efficiently as possible.
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