Financial Advice Stockport
Kevin Benstead IFA Ltd
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.”
If we look at our process in more detail I will personally provide advice and help following a personal financial review which can take place at a convenient time to suit you. Meetings can be arranged through the day or evening and can take place in the comfort of your home or office or alternatively at our office in the High Peak, some 12 miles from the centre of Stockport. Most often a review will start with a very broad discussion of your concerns and aspirations, your financial aims and objectives before moving on to a thorough financial review.
Financial Advice Stockport – Kevin Benstead IFA Ltd 01663 734762
Investments & Wealth Management
We want you to make the most of your money, so we take our time to understand where you are now and where you see yourself in the future. With the right advice you can take advantage of the many savings and investment opportunities that are designed to make your money grow and/or provide income.
Whether it is starting a pension from scratch or transferring your existing pensions into a new pension that will work harder for you, we can help. We will research, take care of all the paperwork and consult with you every step of the way to ensure you receive the pension that is right for you.
At Retirement Options
There are many ways that you are able to take an income from your accumulated pension funds when you reach retirement and the different options (Annuities and Income Drawdown are two of the more common options) can be confusing but we will guide you to the best option.
Protecting You & Your Family
Having the right level of life assurance in place gives you peace of mind and your family a financial safety net if they ever need it. There are many different types of life cover, so it is important to get advice on selecting the right type for you.
Inheritance Tax Planning
Leaving behind a financial legacy for your loved ones to enjoy is a priority for many. When it comes to inheritance, there are plenty of tax implications that must be considered and the sooner you consider them, the easier it will be to make the best decisions.
Long Term Care
If you are arranging care at home or considering long term care in residential/nursing homes we can help you through the complicated maze of options, benefits and financial assistance available when paying for long term care.