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.

Who we help?

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.

Private Clients

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.

Our approach is simple: we aim to create strategies and structures that enable our clients to protect their wealth and attain financial independence, giving the financial freedom to eventually work through choice and not necessity.

Rothesay Bennett has a wealth of experience in the areas of financial planning and wealth management and provides clients with a comprehensive service designed to create a bespoke financial planning strategy.

Corporate Clients

Rothesay Bennett provides business owners with corporate financial planning advice in addition to looking after their own personal financial affairs. We work in conjunction with other professional advisers that assist our clients' businesses, including accountants or solicitors.

Rothesay Bennett have the expertise to help business owners develop a robust financial planning strategy that includes the provision for pension planning through to business protection and commercial insurance.

It could simply be a case of reviewing, strengthening or streamlining your existing requirements, or it may be time to introduce a whole new set of employee benefits. You may want to empower and reward your employees by allowing them the flexibility of being able to choose their own employee packages from a range of options you set.

From straightforward life cover to complex pension planning, Rothesay Bennett can help make the process as pain-free as possible. In today's world of tight budgets and timescales, we will work with you to organise a simple, well-organised and headache-free package of benefits for your employees.

Private Clients

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.

Our approach is simple: we aim to create strategies and structures that enable our clients to protect their wealth and attain financial independence, giving the financial freedom to eventually work through choice and not necessity.

Rothesay Bennett has a wealth of experience in the areas of financial planning and wealth management and provides clients with a comprehensive service designed to create a bespoke financial planning strategy.

Corporate Clients

Rothesay Bennett provides business owners with corporate financial planning advice in addition to looking after their own personal financial affairs. We work in conjunction with other professional advisers that assist our clients' businesses, including accountants or solicitors.

Rothesay Bennett have the expertise to help business owners develop a robust financial planning strategy that includes the provision for pension planning through to business protection and commercial insurance.

It could simply be a case of reviewing, strengthening or streamlining your existing requirements, or it may be time to introduce a whole new set of employee benefits. You may want to empower and reward your employees by allowing them the flexibility of being able to choose their own employee packages from a range of options you set.

From straightforward life cover to complex pension planning, Rothesay Bennett can help make the process as pain-free as possible. In today's world of tight budgets and timescales, we will work with you to organise a simple, well-organised and headache-free package of benefits for your employees.

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 or email enquiries@rothesaybennett.co.uk for further information.

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