Services Offered
Personalized Investment Management
Tailored investment strategies actively managed to optimize performance, with regular adjustments based on market conditions and client goals.
Comprehensive Financial Planning
In-depth analysis of individual and family circumstances to create clear, concise financial plans with documented agreements and future predictions.
Annual Review and Proactive Guidance
Scheduled reviews with personalized advice, supported by documentation and proactive adjustments to benefit clients throughout the year.
Client Communication and Support
Excellent ongoing communication via weekly emails, mailed documentation, and responsive support for queries and advice.
Retirement and Wealth Management
Strategies for long-term financial security, including retirement planning and wealth preservation, with empathetic consideration of family issues.
Reviews
5(5 reviews)
Rating Distribution
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Carole Coulter
via Google
30 days ago
A very professional team at Bennings. Katie was very knowledgeable, friendly and took time to explain my options clearly, and provide advice and support through the process. A big thank you to Katie and team at Bennington Financial Management.
G
Gerald Jenkinsvia Google
3 months ago
I have been availing of Andrew’s services for many years and have consistently found him to be professional and courteous. Visiting his office for annual reviews is a pleasant experience, beginning with a warm welcome from his reception staff and continuing with a high-quality personalized service. He takes the time to understand my individual and family circumstances and offers clear, concise advice, supported by documentation that summarizes our discussions and agreements. Andrew takes time to understand and empathise with family issues outside financial matters. My investments have performed well over time, even during challenging market conditions. Communication is excellent, including weekly emails, mailed documentation, and annual reports. I feel confident in my investment strategy owing to their strong historical performance and Andrew’s proactive guidance in recommending appropriate adjustments when necessary. I highly recommend Andrew.
P
Paul Wilsonvia Google
3 months ago
Very pleased with the help and advice given to us over the last number of years by Benning Financial. The staff are always extremely helpful and do all they can to help with queries or general advice. I’m happy to have chosen this company and always find the advice given to be easily understood and straight forward. Happy to recommend Benning Financial Management if you need financial advice.
G
Glenn Nelsonvia Google
3 months ago
Very clear and easily understood advice. Good discussion around financial issues specific to my situation and particular requirements. Good previous performance on investment and good realistic future predictions. Really impressed that my investments are managed at the time and I am informed of any changes by post email and they do not wait on annual review before taking action to benefit me. Highly recommend Andrew
A
Adrian burnsvia Google
4 months ago
I spoke with Katie Wallace over a few different meetings. She was very informative and explained everything in detail. Pleasant experience and due to it being my first time investing she helped with my numerous questions, queries and anxieties. Overall very engaging, friendly and informative happy to recommend bennings but especially Katie.
