Welcome To

Kevin Benstead IFA Limited

Independent Financial Advice

Throughout your life you will need financial advice for many reasons such as planning for your retirement, managing your investments and protecting your family. It is important that you get the expert guidance that is tailored to your individual needs.

We will provide you with financial peace of mind by offering professional, trustworthy advice on the best way to invest and manage your money. We are experienced and well-qualified in providing independent financial advice for all aspects of financial planning.

From our base in Whaley Bridge we provide IFA services within the county and further afield primarily, although not exclusively, in the postcodes of Stockport, Bolton and Oldham.

To find out more about becoming a client of Kevin Benstead IFA Limited, the next step is to arrange a meeting. This is at our expense and without any obligation on your part. Please call us on 01663 734 762 or complete the enquiry form on our website.

Our Services

We have put together a selection of videos to help you understand how some of our services work and how we operate within FCA guidelines. We hope they are of interest to you.

Benefits of Independent Financial Advice

Socially Responsible Investing

What is Cashflow Planning?

Pension Consolidation

Income Drawdown

Inheritance Tax Planning

Who Are We?

Kevin Benstead IFA Limited is authorised and regulated by the Financial Conduct Authority (FCA) and entered on the Financial Services Register https://register.fca.org.uk/ under reference 753701. The information and content of this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK. The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk or you can contact them on 0800 023 4567. Kevin Benstead IFA Limited is registered in England and Wales. Registered No 9380561. Registered Office: 6 Old Road, Whaley Bridge, High Peak, Derbyshire SK23 7HR.

Address

4 Old Rd,
Whaley Bridge,
High Peak
SK23 7HR

Phone

01663 734 762

Email

enquiries@kevinbensteadifa.com

Finance Portal

Client Portal