Rothesay Bennett Financial Planning

At Rothesay Bennett, we understand that planning for a comfortable financial future takes time and effort. Our team of experienced independent financial advisers are dedicated to helping you achieve your goals, providing you with the necessary guidance and support to make informed decisions about your financial future.

Our Services

We offer a comprehensive range of services, designed to help you achieve your financial objectives. From investments and pensions to protection and estate planning, our team of experts will work with you to understand your unique needs and circumstances, providing you with tailored solutions that meet your requirements.

Our investment services are designed to help you grow your wealth, with a focus on ethical investing. We understand that your values and principles are important, and we'll work with you to create a portfolio that aligns with your beliefs.

Our pension services are designed to help you plan for a comfortable retirement, with a focus on maximising your income and minimising your taxes. We'll help you navigate the complex world of pensions, ensuring that you're making the most of your hard-earned savings.

Our protection services are designed to provide you with peace of mind, ensuring that you and your loved ones are protected in the event of an unexpected life event. We'll help you navigate the complex world of insurance, ensuring that you have the right level of cover for your needs.

Our estate planning services are designed to help you plan for the future, ensuring that your assets are distributed according to your wishes. We'll help you navigate the complex world of inheritance tax, ensuring that you're making the most of your estate.

Our Values

At Rothesay Bennett, we're committed to treating our customers fairly. We're regulated by the Financial Conduct Authority (FCA), and we're proud to have satisfied the rigorous criteria relating to professional qualifications and ethical good practice. You can be confident that you're dealing with a firm that is wholly committed to providing you with the best possible advice, service, and support.

Our Mission

Our mission is to provide our clients with the highest level of service and expertise, helping them to achieve their financial goals and aspirations. We're dedicated to building long-term relationships, based on trust, honesty, and a deep understanding of our clients' needs.