About Rothesay Bennett

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.

Why choose Rothesay Bennett?

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. Finances often take a low priority for many people because they are complex, but at Rothesay Bennett our clients appreciate our ability to make the financial advice process both simple and enjoyable.

Based in Balsall Common (with advisers also based in Devon and Edinburgh), we provide financial advice to individuals at all stages of their financial planning cycle. Whether you are assessing your finances for the first time or you want to know more about your retirement options, Rothesay Bennett are able to help, wherever you are in the UK. We also understand that you may have limited time available, therefore we offer telephone, email, office-based and home visits at a time to suit your needs.

At Rothesay Bennett, we ask the questions, look into your future, give straightforward advice and find the right financial solutions for you. This is achieved by:

  • Identifying your short, medium and long-term financial planning goals
  • Clarifying precisely what you want from life
  • Mapping out a route to get you there
  • Making easy-to-understand product and investment recommendations
  • Adjusting your plan during significant life changes and at regular reviews

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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