Why you should have confidence in Bradshaw Bennett?

We advise on investments, pensions and protection - using our knowledge, training and experience to help clients plan for their financial future. Currently advising on around £20 million of pensions and investments with a large private client bank

An independent financial adviser

• Well established local firm with good quality offices in Bollington, Macclesfield, Cheshire - you are not dealing with someone operating out of their back bedroom or from a mobile phone and a lap top - everything we do is professional and of the highest quality
• We have 3 advisers plus support staff (combined experience of more than 40 years, qualified right up to chartered status) and so we are able to provide good technical advice and have the resources to deliver a good quality service - we are not a single adviser firm or part of a franchise/network -we are directly authorised and regulated by the FSA

What to listen for and how to respond

• You need to make sure your income continues after you stop working (when you retire) and if you become ill or die prematurely
• If you employ people you will need to provide them with a pension when they retire - we can show you how to do this in the most cost-effective way
• If you are paying too much tax, we can help you reduce their income tax, make use of your capital gains tax allowances and reduce your corporation tax
• If you are worried about what is happening to your investments/pension, we can help you reduce investment risk and/or improve the return on your investments/pension
• If they want to buy an office building or a commercial premises, we can show them how to use their pension scheme to do it

Who might a typical client be for Bradshaw Bennett ?

• A successful entrepreneur trying to build an investment/pension portfolio
• An older successful person with an existing investment/pension portfolio
• A company employing people looking for pensions advice
• A firm of solicitors/accountants looking for a professional IFA to refer clients to

When can we provide the most help?

• A person retiring with a large pension fund (greater than say £150,000) who needs advice
• A person who has just inherited property and investments with a value of £250,000 or more and already has an investment portfolio
• A businessman/woman concerned about how much tax he/she is paying - perhaps higher rate taxpayer
• A professional firm/company looking to introduce pension arrangements for their staff

So what would be the benefit of using Bradshaw Bennett ?

The main benefit is the knowledge that your money being properly looked after by a professional, independent firm and not a tied agent of an insurance company or bank and benefit from totally objective fee-based advice

What would be the main benefit/outcome for me?

The main benefit is the reassurance that you are receiving the best quality advice available from the whole of the UK financial market from a properly authorised and regulated independent financial adviser

So that is Bradshaw Bennett "taking care of your financial future"