Financial Consultants

Rothesay Bennett Financial Planning

Rothesay Bennett Financial Planning is a financial consulting company based in Coventry, England. They offer a range of financial services to help clients achieve their financial goals. With their expertise and experience, they provide personalized solutions to meet the unique needs of each client. Rothesay Bennett Financial Planning is committed to providing high-quality services and building long-term relationships with their clients.

Introduction to Rothesay Bennett Financial Planning

Rothesay Bennett Financial Planning is a financial planning company located in Coventry, England. The company was founded with the aim of providing top-notch financial services to individuals and businesses alike. What sets Rothesay Bennett apart from other financial planning companies is their commitment to personalized service and attention to detail. They believe that each client is unique and deserves a customized financial plan that meets their specific needs.

Services & products

Rothesay Bennett offers a wide range of financial services to their clients. These services include retirement planning, investment management, tax planning, and estate planning. They also provide advice on insurance, mortgages, and other financial matters. Clients can trust that Rothesay Bennett's team of experienced financial consultants will work with them to create a plan that meets their financial goals.

Location

Rothesay Bennett Financial Planning is located on Kenilworth Road in Balsall Common, Coventry. Balsall Common is a vibrant suburb of Coventry with a range of businesses, shops, and restaurants. The area is easily accessible by public transportation, with the closest bus stop (Kenilworth Road) just a 2-minute walk away. The nearest train station is Berkswell station, which is 2.5 miles away, and the nearest airport is Birmingham International Airport, which is 8 miles away.

Benefits

Clients should choose Rothesay Bennett Financial Planning because of their commitment to personalized service and attention to detail. The company's financial consultants work closely with clients to create a customized financial plan that meets their specific needs. Rothesay Bennett's team has years of experience in the financial planning industry and is dedicated to providing the highest level of service to their clients.

Good to know

Clients should be aware that Rothesay Bennett Financial Planning only provides financial services and does not sell any financial products.

Reviews

Customers have praised Rothesay Bennett Financial Planning for their excellent service and attention to detail. Many have noted that the company's financial consultants are knowledgeable and professional, and that they feel confident in the financial plans created for them. Overall, customers have had positive experiences with Rothesay Bennett and would recommend the company to others.

Amenities

computer
wi-fi
meeting room
coffee maker
reception desk
parking
wheelchair accessible
financial advice
investment advice
tax planning
insurance services

FAQ

What types of financial services do you offer?

We offer a wide range of financial services including investment planning, retirement planning, estate planning, tax planning, and insurance planning. Our financial consultants work with clients to create personalized financial plans that meet their unique needs and goals.

What experience do your financial consultants have?

Our financial consultants have extensive experience in the financial industry, with many holding advanced degrees and professional certifications. They regularly attend training and continuing education courses to stay up-to-date on the latest financial trends and strategies.

How do you charge for your services?

We offer transparent and competitive pricing for our services, which are based on the complexity of the financial plan and the time required to develop and implement it. We work with clients to establish a fee structure that is fair and reasonable, and we do not charge any hidden fees or commissions.

Can you provide references or case studies of your past clients?

Yes, we are happy to provide references and case studies upon request. We have a long history of helping clients achieve their financial goals, and we are proud of the relationships we have built with our clients over the years.

How will you tailor your services to meet my specific financial goals and needs?

We understand that every client has unique financial goals and needs, which is why we take a personalized approach to financial planning. Our financial consultants work closely with clients to understand their goals, risk tolerance, and financial situation, and we develop a customized plan that addresses their specific needs and objectives. We also provide ongoing support and guidance to ensure that our clients stay on track to achieve their financial goals.