Beneficial Financial Management
Initial consultation free
Independent
I provide friendly, low-cost, easily understood planning for individual clients. Specializing in Pensions Planning, Drawdown, Long term Investments & Residential/Buy-to-let mortgages. Based in Alcester for office meetings & travel throughout the Midlands.
We can advise you on
Clients
helped
97helped
Minimum
pension value
£50k+pension value
Minimum
wealth
£150k+wealth
Minimum
mortgage value
£250k+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
What our clients say
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Richard Anderson
Alan is a first class IFA with particular expertise in the areas of pensions and investments. He actively manages the funds he has care of, on behalf of his clients, giving regular feedback and...
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Richard Baxter
I have worked with Alan on many occasions over the last 12 months now and have found him to be thorough and extremely knowledgable in the work he undertakes.
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Sharon Gaskin
Alan is a very knowledgeable and extremely personable Financial Adviser. He has helped me out with mortgage and other financial advice several times and his recommendations are always sound. He...
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Elizabeth Williams
Alan and I worked together for a a mutual client in the purchase a Commercial Property via their self invested pension schemes. It was a lengthy and complicated transaction and Alan worked hard to...
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Bill Leech
Alan is an excellent IFA whom I am pleased to recommend.
Bill Leech
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Tej Saran
I've known Alan for a few years now and he's provided my clients and me with great service both on pensions and mortgage work. Highly recommended.
Compliance
Your home may be repossessed if you do not keep up repayments on your mortgage.
Bfm is the trading style of Bruce Bennett, which is authorized and regulated by the Financial Conduct Authority
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