Start your journey with us today!
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. With over 100 years of combined experience in helping clients navigate complex financial markets, our expert advisers are dedicated to providing impartial and bespoke advice that caters to each client's unique needs and circumstances.
Our Expertise
At Rothesay Bennett, we pride ourselves on our ability to provide clear and concise financial advice that takes into account each client's individual goals, values, and circumstances. Our team of experienced practitioners works closely with clients to identify their financial aspirations and create a tailored plan to help them achieve their objectives.
Our Services
Our comprehensive range of services includes:
- Investments: We provide investment advice to help clients build a secure financial future. From stocks and shares to bonds and funds, our expert team can help you create a diversified investment portfolio that meets your financial goals.
- Pensions: Whether you're looking to optimise your pension contributions or seeking guidance on retirement planning, our experienced team can help you make informed decisions about your pension arrangements.
- Protection: We understand the importance of having the right protection in place to safeguard your financial future. Our expert team can help you determine the most appropriate protection strategy to suit your needs.
- Estate Planning: Estate planning is an essential aspect of financial planning, and our experts can help you create a will, designate beneficiaries, and establish trusts to manage your estate effectively.
Approach to Financial Planning
At Rothesay Bennett, we believe that financial planning is a collaborative process. We take the time to understand each client's unique circumstances, goals, and objectives, and work closely with them to develop a tailored financial plan. We use our expertise to provide straightforward advice and guidance, helping clients make informed decisions about their financial futures.
Why Choose Rothesay Bennett?
Our commitment to providing exceptional service, expert advice, and tailored solutions sets us apart from other financial advisory firms. We pride ourselves on our ability to build long-lasting relationships with our clients, providing ongoing support and guidance to help them achieve their financial goals.
Our Commitment
At Rothesay Bennett, we are committed to putting our clients' interests first, providing impartial and bespoke advice that caters to their unique needs. Our experienced team is dedicated to helping clients make informed decisions about their financial futures, and we are proud to have built a reputation for delivering exceptional service and guidance.
