For several years now we've had really good advice about our finances from Richard. He has also set up investments for us that have proved successful and he keeps them under review. Everything is well explained and put across in a friendly fashion. We can highly recommend his work.
The introduction came through my retirement some 8 years ago. It began with a very helpful presentation. Having then asked for personal advice there have been annual meetings initially face to face. Detailed reports have always been provided alongside helpful and obviously carefully considered advice. We were pleased with the investments and the return we have had from them since. We have no difficulty recommending this company.
Richard has been handling my financial affairs for the last thirteen years. His advice regarding pension planning and investments has been invaluable. He is personable, ethical and absolutely on top of his game. I have no hesitation in recommending his company and their services.
My wife and I have been clients of Richard for over ten years. His independent advice has been reliable and is always given in our best interests. We have complete confidence in the products Rothesay Bennett offer and manage. Richard is personable, easy to engage with, encourages two-way dialogue and is excellent at explaining his advice in layman's terms. He is also readily contactable and we would highly recommend using Rothesay Bennett Financial Planning.
We have had excellent service from Paul Grice over 14 years. His clear explanations and friendly approach have made our decision making straightforward. We weren’t sure about having a financial advisor until we met Paul for the first time. However, his expertise, professionalism and friendly manner convinced us he was the right person for us, and he still is. We would have no hesitation in recommending Paul to anyone seeking financial advice.
Excellent
Rothesay Bennett Financial Planning is located at 287 Kenilworth Rd, Balsall Common, Coventry CV7 7EL, UK
You can contact Rothesay Bennett Financial Planning at +44 1676 533692
You can find directions to Rothesay Bennett Financial Planning by following this map link