Financial Adviser Stockport – Welcome to Kevin Benstead IFA Ltd
Independent Financial Advice in Stockport & Surrounding Areas…
As an Independent financial adviser in Stockport, I feel my clients’ can benefit from my ability to offer advice on the broadest range of products and services, whether that be retirement planning, recommendations for investment purposes, life assurance, inheritance tax planning or cashflow modelling helping you make your financial goals a reality.
I believe the wealth of my experience enables me to find the most suitable solution for my clients’ needs leading to genuine long term relationships.
Initial discussions will be free of charge and without obligation. Where further advice is deemed necessary, I will present fee options up front and explain the choices you can make in deciding how to pay these. It will then be up to you to decide if you wish to go ahead without, please rest assured, any pressure imposed from me.
Following your initial financial review, and with your express permission I will make contact, if necessary, with all existing provisions you may have to determine their ongoing suitability. Once these are received I will take time to consider your situation, aims and objectives given your present circumstances before completing a written report which will, in detail, include my research and recommendations as to what I think you should consider and the reasons why I have made these recommendations.
In the event all recommendations cannot be met at once, I will help you prioritise and proceed accordingly as this is only the first step in what I would hope to be a long-term relationship where, with my guidance and experience, your financial aims and objectives are satisfied to the benefit of you and your family.
Financial Adviser Stockport – Services We Offer
As an experienced financial adviser in Stockport I have the knowledge and experience to advise you on all areas of investments, both long and short term for all types of clients.
As a wealth management specialist in the Stockport area I deal with all different types of clients. I strongly believe that every client is unique, my independent status means that I’m are able to deliver bespoke advice and solutions to meet my clients needs.
Kevin Benstead IFA Ltd – About Me…
Since graduating with an Economics degree from Cardiff University, Kevin has worked all his life in the financial services sector with many years managerial experience in a bank and insurance company. I have worked as an Independent Financial Adviser for over 10 years.
Kevin took the decision to work on behalf of clients and not an organisation in January 2006 when he became an Independent Financial Adviser. Kevin also has further qualifications, in addition to FPC, Equity Release and Long Term Care.
“I see my role as providing my clients with an excellent and ongoing financial planning service which will enable you to achieve your objectives throughout your lifetime. In order to do this I need to understand your current and future financial needs and will individually tailor a bespoke solution for each of my clients.” Says Kevin.
“For my part I have worked as an Independent Financial Adviser for over 10 years but my experience extends beyond this as I have worked in Financial Services all my working life, previously with a Bank and an Insurance Company where I was employed at a managerial level.”
Get In Touch Today!
For an experienced and professional financial adviser in Stockport get in touch with Kevin Benstead today on 01663 734762 or find our other contact information on our contact page to arrange a FREE no obligation appointment.