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.
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.
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.
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.
Typically, many of our clients may want to invest money on a regular basis to build up a capital sum for the future.
The individual and group pensions market is an ever-changing world, especially with the introduction of the pensions freedom legislation.
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.
Contrary to the belief of some, Inheritance Tax not only affects the very rich, but other people may be liable without realising.