Our clients’ can benefit from our ability to offer advice on the broadest range of products and services, whether that be retirement planning, recommendations for investment purposes, life assurance, inheritance tax planning or cashflow modelling helping you make your financial goals a reality.
Whether taking care of immediate or long-term financial decisions, we advise on a range of strategies to manage money thoughtfully.
Initial discussions can be arranged in the comfort of your own home, at a time that is convenient to you, and will be free of charge and without obligation. Where further advice is deemed necessary, we will present fee options up front and explain the choices you can make in deciding how to pay these. It will then be up to you to decide if you wish to go ahead without, please rest assured, any pressure imposed from us.
All of our clients receive an efficient on-going service that aims to build a genuine long term relationship with regular financial reviews that reflect your changing needs.
To ensure that we can meet the needs of our clients and that you receive the best possible advice, we have strong relationships with other professionals including pension transfer specialists, accountants and solicitors.
To find out more about becoming a client of Kevin Benstead IFA Limited, please call us on 01663 734762 or complete the contact us form on our website.
Investing for your future
At retirement options
Protecting you and your family
Wealth preservation and tax planning
Long term care