Kevin Benstead I F A

Who We Are

Kevin Benstead IFA Limited is a dedicated team of experienced financial professionals offering independent and unbiased financial advice throughout your life journey. Based in Whaley Bridge, we serve clients throughout the Stockport, Bolton, Oldham, and further afield. Our unwavering commitment is to empower you with the knowledge and guidance you need to make informed financial decisions and achieve your financial goals.

Our Approach

Our independent status allows us to offer impartial and tailored advice, drawing from the entire marketplace. We meticulously assess your individual circumstances, goals, and financial aspirations to create a bespoke plan that aligns with your unique needs.

Our Services

We offer a comprehensive range of financial services, including:

• Retirement Planning: Secure your future by planning for your post-employment years.
• Investment Planning: Navigate the complexities of investing with confidence.
• Life Assurance: Secure your family's financial future in the unfortunate event of death.
• Inheritance Tax Planning: Maximize the potential of your estate by minimizing inheritance tax.
• Cashflow Planning: Establish and maintain financial balance through comprehensive budgeting and spending analysis.
• Socially Responsible Investing: Invest in companies that align with your ethical and environmental values.

Our Commitment

We value transparency and open communication. Our charges are clearly explained and discussed before we embark on any financial journey together. We are dedicated to building lasting relationships with our clients, offering ongoing support and guidance every step of the way.

Meet the Team

Our experienced and qualified team is passionate about empowering individuals to achieve financial peace of mind. Meet Kevin Benstead, our Director and Founder, and Darren Cooper, our Office Manager.

Our Values

At Kevin Benstead IFA Limited, we abide by the highest ethical standards and adhere to the stringent regulations of the Financial Conduct Authority. We are committed to:

• Integrity: Upholding honesty and transparency in all our dealings.
• Independence: Providing unbiased advice free from conflicts of interest.
• Professionalism: Delivering exceptional client service with personalized attention and responsiveness.
• Value for Money: Optimizing outcomes and exceeding client expectations.