Planning on a comfortable
financial future takes time.

Setting your goals is the first step to success. Having goals gives focus and direction. That’s where Rothesay Bennett can help.

Investments

Investments
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Pensions

Pensions
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Protection

Protection
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Estate Planning

Estate Planning
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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.

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Treating Customers Fairly

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.

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Who we help?

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.

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Investments

Typically, many of our clients may want to invest money on a regular basis to build up a capital sum for the future.

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Pensions

The individual and group pensions market is an ever-changing world, especially with the introduction of the pensions freedom legislation.

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Protection

Wealth and personal protection is an essential must-have to secure the future for both you and your family if an unexpected life event happens.

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Estate planning

Contrary to the belief of some, Inheritance Tax not only affects the very rich, but other people may be liable without realising.

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Contact us for further information

As part of our service, we take the time to understand our clients’ unique needs and circumstances, so that we can provide them with the most suitable solutions in the most cost-effective way. If you would like to discuss the range of services we offer, please contact Rothesay Bennett on 01676 533692 complete your details below, or email enquiries@rothesaybennett.co.uk for further information.

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