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.
Investments & Wealth Management
We want you to make the most of your money, so we take our time to understand where you are now and where you see yourself in the future. With the right advice you can take advantage of the many savings and investment opportunities that are designed to make your money grow and/or provide income.
Whether it is starting a pension from scratch or transferring your existing pensions into a new pension that will work harder for you, we can help. We will research, take care of all the paperwork and consult with you every step of the way to ensure you receive the pension that is right for you.
At Retirement Options
There are many ways that you are able to take an income from your accumulated pension funds when you reach retirement and the different options (Annuities and Income Drawdown are two of the more common options) can be confusing but we will guide you to the best option.
Protecting You & Your Family
Having the right level of life assurance in place gives you peace of mind and your family a financial safety net if they ever need it. There are many different types of life cover, so it is important to get advice on selecting the right type for you.
Inheritance Tax Planning
Leaving behind a financial legacy for your loved ones to enjoy is a priority for many. When it comes to inheritance, there are plenty of tax implications that must be considered and the sooner you consider them, the easier it will be to make the best decisions.
Long Term Care
If you are arranging care at home or considering long term care in residential/nursing homes we can help you through the complicated maze of options, benefits and financial assistance available when paying for long term care.