10+

Years
with Yell

Kevin Benstead IFA

Independent & professional advice

Tel 01663 734762
   Now closed Open Wednesday 09:00 - 17:00

Why Choose Us?

First Class Service
Expert Advice
Home Visits

Business overview

Professional, independent financial advice in the comfort of your own home

Our clients’ can benefit from our 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.

Whether taking care of immediate or long-term financial decisions, we advise on a range of strategies to manage money thoughtfully.

Initial discussions can be arranged in the comfort of your own home, at a time that is convenient to you, and will be free of charge and without obligation. Where further advice is deemed necessary, we 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 us.

All of our clients receive an efficient on-going service that aims to build a genuine long term relationship with regular financial reviews that reflect your changing needs.

Kevin Benstead IFA Ltd is authorised and regulated by the Financial Conduct Authority (FCA).

Photos

Image 3 of Kevin Benstead IFA
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Products and services

Independent financial adviser

Investments

Pensions

Life assurance & pension companies

Income protection insurance

Financial consultants

Financial planning

Financial services

FCA Regulated

Investment consultants

Life insurance

Estate planning

Retirement planning

Pension freedoms

Pension drawdown

Tax planning

Reviews

1 st class
5
I would happily recommend Kevin,Darren and Christine for there professionalism and service they provided to me.
Thanks to them I have the piece of mind that I needed at what has proved to be a vulnerable era in my life.
There advice has allowed me the flexibility and choice to continue working
as I would like to or retire earlier if I need to.
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K. Benstead Finacial Advice- a pleasure to deal with.
5
First Class service from Kevin and Darren at Kevin Benstead Financial Advisers, in Whaley Bridge.
Super advice provided relating to my pension investments and providing helpful information as to all the pension providers and plans which were available to me at the time.
Kevin and Darren offer a very professional business, and are always available for appointments at the office or discussions by telephone.
I am only to happy to recommend K Benstead Financial Advisers entirely down to the good advice and the professional manner which my investments have been dealt.
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Top company
5
I would highly recommend Kevin and his assistant Darren who were very professional and very helpful in sorting out my pensions, and keeping me updated all the way. It was also nice that any time I needed to ask for advice, They were always available to help in any way, giving me a quality service with a personal touch.
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All that you will need in one place to make an informed decision on your pension arrangements
5
A friendly local professionally qualified pension advise service. Nothing was too much trouble. I was provided with a comprehensive amount of options and projections which enabled me to make an informed decision on how to proceed with my pension plan.
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Excellent service and advice
5
Level of service is excellent. A recent problem with our pension provider was was professionally resolved by Darren. He was also instrumental in securing suitable compensation from the pension provider.
Both Kevin and Darren are really helpful and clearly explain the reasons for the financial advice given. This gives us both a high level of confidence in the advice given and we would have no hesitation in recommending the services of Kevin Benstead IFA.
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