'Tweets' are quick insights from our group and should not be taken as financial advice
Independent. Personal. Innovative
Bentley-Leek is a multi-faceted group focused on growing and preserving the wealth of our clients and partners.
At our core is a financial practice, authorised and regulated by the Financial Services Authority, which imparts independent advice expertly and in a clear and friendly style.
In recent years, we have looked beyond the traditional horizons for innovative unregulated investment opportunities to offer our clients. We have created a residential property division and are helping to fund prestigious developments in the UK and abroad.
Our website offers a comprehensive view of the scope of services we provide but we would always prefer to explain face to face - it's the way we like to do business.
For a free initial consultation just fill in your details on any of the 'Contact Us' panels on this site, or even better, just give us a call.
At our core is a financial practice, authorised and regulated by the Financial Services Authority, which imparts independent advice expertly and in a clear and friendly style.
In recent years, we have looked beyond the traditional horizons for innovative unregulated investment opportunities to offer our clients. We have created a residential property division and are helping to fund prestigious developments in the UK and abroad.
Our website offers a comprehensive view of the scope of services we provide but we would always prefer to explain face to face - it's the way we like to do business.
For a free initial consultation just fill in your details on any of the 'Contact Us' panels on this site, or even better, just give us a call.
Dynamic investment management
With the ever increasing complexities and opportunities within the investment market, Bentley-Leek Financial Management has selected Bestinvest to manage and advise on our clients' assets.
Bestinvest's independent investment management is delivered either via a full Discretionary Fund Management Service or though the dynamic IFSL Bestinvest Multi-Asset Portfolios (MAP). The MAP Funds are actively monitored and managed on a discretionary basis that is bespoke to a range of risk profiles created for investors seeking either income or growth.
Bestinvest's research team has the track record and ability to readily access a range of asset classes that might not otherwise be available to individual investors.
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Reputation
What our clients says about us
Latest News
News stories from Bentley-Leek
"Knowledgeable, professional, friendly and approachable."
"Excellent service and expert advice from very friendly staff."
"Bentley-Leek listens to your particular needs and requirements, speaks in a language you understand and has interesting options."
"Excellent service and expert advice from very friendly staff."
"Bentley-Leek listens to your particular needs and requirements, speaks in a language you understand and has interesting options."
IHT strategies
With the four-year freeze on the nil rate band for inheritance tax, more and more people should consider IHT planning strategies. These could include starting the seven-year clock ticking on lifetime gifts, using discounted gift trust and loan trusts to transfer assets outside the estate, and making the maximum use...
With the four-year freeze on the nil rate band for inheritance tax, more and more people should consider IHT planning strategies. These could include starting the seven-year clock ticking on lifetime gifts, using discounted gift trust and loan trusts to transfer assets outside the estate, and making the maximum use...