I moved to Bentley IFA Ltd some years ago. Before then we were with a national IFA and I believe my ongoing portfolio was suffering because of their size and lack of knowledge about their client. In their eyes, we were just another account. We have found what had been lost with the previous IFA, a personal, friendly individual to talk to and a feeling of security with our finances. Bentley spent the initial time with us and continue to meet us on an ongoing basis to ensure that our finances are managed in line with our changing needs. Through their expertise they have provided us with a healthy, well managed growing portfolio with regular communication. Importantly, we now have a feeling of trust, reassurance, stability and the knowledge that they know us personally as clients, not just as an account
What Our Personal Clients Say
What Our Corporate Clients Say
As an large Public Company, we have been pleased to be associated with Bentley IFA for a number of years now. They offer a personal, friendly and efficient service to all our staff and I have no hesitation in recommending them.
What Our Professional Intermediaries Say
We have worked with Bentley IFA for more years than I care to remember and for many years now they have been the only IFA we have been prepared to work with. I have never had any doubt about referring them to any of our clients - from the elderly pensioner looking for investment advice to multi-million pound turnover companies requiring the full range of services which Bentley offer. They are professional, diligent, caring and dependable and I have no hesitation in recommending their services.