Bentley-Leek Financial Management has provided independent financial advice for over thirty years. The two Directors have in excess of 75 years experience in the financial services industry.

Our purpose is to provide independent financial advice to our clients. We have no obligations to any third party. We maintain our independence by direct authorisation with the Financial Services Authority (FSA).

As Independent Financial Advisors we are concerned to offer our clients impartial and comprehensive financial advice regarding their overall financial circumstances.

We take a holistic view of our client's financial affairs and require a full understanding of their overall financial circumstances and intentions. This is essential in order to ensure that no one matter is considered in isolation.

We need to take account of the individual's assets and liabilities, income and expenditure prior to advice being given. We will also reflect all existing provisions in formulating our recommendations.

Our clients' financial security is a primary objective and we consider the effect on their family, financial dependents and where appropriate their business in the event of their premature death or illness.

It is important to arrange regular reviews of our clients' financial affairs to account for changes in circumstances and to report on the progress of individual investments. Regular Consultation enables us to achieve our strategy of ensuring financial security, wealth preservation, asset and liablity management.

Bentley-Leek Financial Management Ltd is regulated by the Financial Services Authority for investment business. Reg. No. 61831 FSA No. 191126

Latest News

"We are delighted to have a close working association with Bentley-Leek. They are a successful and growing business model and the RBS look forward to providing finance solutions for them for many years to come"