About Beneficial Financial Management

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.
I have worked in Warwickshire as an IFA since 2003 and have been in Alcester since early 2021, previously working from a Warwick office. The company I represent (Bruce Bennett trading as Beneficial Financial Management) has been established for almost 30 years and I have worked for this company for 12 years. With a Head Office in Leicester, the group has expertise in all areas and can provide specialist services such as DB Pension Transfers, Equity Release Mortgages, and Long Term Care Planning. Alan provides friendly, competitive cost, easily understood advice, and planning for individual clients. I specialize in Pension Planning (consolidation of schemes, future planning, and Income Drawdown solutions), Also Investment advice for regular income, long-term growth & Residential /Buy to Let Mortgages.Please contact me directly at or Tel / .
Pensions & retirement: