Bennett Capital Consulting
Providing a comprehensive financial planning service designed specifically to suit your individual requirements.
Our Approach
As life goes on and your aspirations evolve, so should your financial plans. Our approach means that we develop a financial strategy that’s specific to your particular requirements and will keep in touch with you regularly to ensure that your plans remain on track to achieve your goals.
Practice principal
James Bennett
Our Services
Investments
Saving and investing for maximum tax efficiency is more likely to result in your hopes and dreams becoming a reality. Whether it is saving for a deposit for your first home, planning for school fees or just saving for a rainy day, Riverside is here to determine the most effective route to achieving your investment goals.
We have access to a large number of UK and International funds either directly, via our Platform proposition, or indirectly, via our Insurance proposition. We can offer pre-approved portfolios by Old Broad Street Research (OBSR) or we will tailor a bespoke portfolio dependent on your particular attitude to risk.
We have access to a large number of UK and International funds either directly, via our Platform proposition, or indirectly, via our Insurance proposition. We can offer pre-approved portfolios by Old Broad Street Research (OBSR) or we will tailor a bespoke portfolio dependent on your particular attitude to risk.
Estate Planning
Having worked hard during your life and paid your fair share of taxes, you’re likely to want the wealth you’ve created to benefit those who matter most. Inheritance Tax (IHT) is a major concern in the UK as property prices and estate values continue to increase. Unprotected assets are subject to 40% taxation on values exceeding the Nil Rate Band of £325,000 (2023/2024) per person. Within your financial plan/, we will assess how we can minimise your tax liability, whilst maximising what you can pass on to your loved ones in a tax efficient manner.
Protection & Life Assurance
Life and health assurance are generally considered to be essential cornerstones of financial planning. Against a general trend of better health and decreasing mortality rates, insuring against these risks can be relatively inexpensive.
Most people are aware of the need to have life assurance, if they have dependents or outstanding liabilities. But you should not ignore the need to have health assurance that will pay you an income if you are ill and cannot return to work. Critical Illness cover provides a lump sum should you be diagnosed with a pre-defined condition.
Most people are aware of the need to have life assurance, if they have dependents or outstanding liabilities. But you should not ignore the need to have health assurance that will pay you an income if you are ill and cannot return to work. Critical Illness cover provides a lump sum should you be diagnosed with a pre-defined condition.
Business Protection
Without business protection, the death or serious illness of a key member of staff could have serious consequences for a business. Key Person Cover can protect against the following business risks:
· Recruitment costs to find a suitable replacement
· Loss of profits whilst the business is disrupted
· Paying any company sick pay to the key person if the claim is related to a critical illness
· Being unable to repay a loan
· Paying back a business overdraft
. Covering salaries, dividends or loan repayments
· Recruitment costs to find a suitable replacement
· Loss of profits whilst the business is disrupted
· Paying any company sick pay to the key person if the claim is related to a critical illness
· Being unable to repay a loan
· Paying back a business overdraft
. Covering salaries, dividends or loan repayments
Meet the Team
Our reputation is based on our highly personal service and excellent client relationship management, ensuring that everything we deliver is tailored to your specific requirements. Our philosophy of building long-term relationships and safeguarding our clients’ financial interests is echoed in our values of mutual openness and trust.
James Bennett
Practice Principal
Daniel Bernstein
Financial Consultant
Miriam Weiss
Mortgage & Protection Consultant
Joshua Horowitz
Paraplanner
Leah Greenberg
Administrator
Contact Us
Please do get in touch and one of our team will direct you to the person who is best able to help. If one of our Consultants has been personally recommended to you please feel free to contact them directly, we’d be delighted to hear from you.
175 W George St,
Glasgow G2 2LB,
United Kingdom
Glasgow G2 2LB,
United Kingdom
+44 (0) 141 732 1234