Kevin Benstead I F A

At Kevin Benstead IFA Limited, we are passionate about empowering individuals to achieve financial security and prosperity. We offer independent financial advice tailored to your unique needs and goals. Based in Whaley Bridge, we serve clients throughout the surrounding areas of Stockport, Bolton, and Oldham, and beyond.

Our Core Values

Our core values guide us in everything we do:

• Independence: We provide unbiased and impartial advice, drawing on the entire financial landscape to find the best solutions for our clients.
• Transparency: Our fees are clearly communicated and agreed upon in advance.
• Value for Money: We believe in delivering a high-quality service that is affordable and accessible to everyone.
• Ongoing Service: We are committed to building enduring relationships with our clients and providing ongoing support to help them navigate their financial journey.

What We Do

Our comprehensive range of services include:

**Financial Planning & Investment Management

• Retirement planning and optimization
• Investment portfolio review and management
• Cashflow planning and budgeting
• Inheritance tax planning and mitigation
• Succession planning

Insurance Planning

• Life insurance
• Critical illness cover
• Private health insurance

Protection & Peace of Mind

• Risk assessment and mitigation strategies
• Debt management and consolidation
• Identity theft protection

Unique Expertise

• Socially Responsible Investing: We prioritize sustainability and ethical practices when recommending investments.
• Cashflow Planning: We develop personalized plans to ensure you have adequate funds to cover your expenses and achieve your goals.

Who We Are

Our team of experienced financial advisors and support staff are dedicated to providing exceptional service and customized solutions. We believe in building strong relationships with our clients and working collaboratively to achieve their financial aspirations.

Our Director

Kevin Benstead, our founder and director, brings over two decades of experience in the financial services industry to the company. His deep knowledge and comprehensive understanding of financial planning empower him to tailor solutions to individual client needs.

Join Us on Your Journey

We understand navigating your financial future can be overwhelming. Let us be your trusted guide. Contact us today for a free, no-obligation consultation and take the first step towards securing your financial success.