Rothesay Bennett is a firm of independent financial advisers specialising in providing advice on pensions (occupational and personal), investments, Inheritance Tax planning, estate/trust planning, and wealth and personal protection
Rothesay Bennett
What is it about?
Rothesay Bennett is a firm of independent financial advisers specialising in providing advice on pensions (occupational and personal), investments, Inheritance Tax planning, estate/trust planning, and wealth and personal protection.
App Store Description
Rothesay Bennett is a firm of independent financial advisers specialising in providing advice on pensions (occupational and personal), investments, Inheritance Tax planning, estate/trust planning, and wealth and personal protection.
The Rothesay Bennett App will provide its clients financial information and electronic forms which enhance the excellent advisory experience they currently receive. We are always striving to continuously improve our service and therefore have introduced this App to aid our clients. It will evolve overtime giving access to electronic forms which are able to be completed and submitted through the App as well as providing valuable information and documents about pensions, investments and other key financial information.
Version 1.0
- About Rothesay Bennett
- Electronic Forms
- Risk Profile
- Push notifications
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