We empower
smarter financial
decisions.

At Bentley Wealth Partners, we empower you to make the best financial decisions at every stage of your life.

Weʼre here to help
you feel inspired empowered motivated organised focused secure confident prepared inspired

BWP enables you to prioritise your financial wellbeing and achieve your long-term goals.

What sets us apart

  • Our advice is rooted solely in what’s in our clients’ best interests.

    Our independence enables us to provide transparent, objective guidance that puts you first.

  • Our clients benefit from leading investment expertise, driven by our in-depth research and analysis.

    Through access to some of the UK’s leading investment managers, BWP offers a level of insight typically out of reach for retail investors.  

  • We create uniquely personalised wealth plans built around your life, goals, and aspirations.

    We blend the latest legislative insights and cutting-edge financial technology, with a deep understanding of your situation to ensure every plan is tailored to your goals.  

  • We provide seamless, stress-free wealth management, combining expert guidance with intuitive technology to simplify your finances.

    Our secure client portal keeps your finances at your fingertips, while we handle the admin, giving you complete control with none of the hassle.

Please note that the Financial Conduct Authority (FCA) does not regulate some aspects of Cashflow Planning, Tax Planning or Inheritance Tax advice. The value of pensions and investments, and any income from them can fall as well as rise. You may not get back the full amount invested. Drawdown pensions are complex and not suitable for everyone. Decisions can affect your income for the rest of your life. Income is flexible but not guaranteed and may run out. If secure lifetime income is important, consider an annuity or scheme pension.

Our Services

  • Business Planning

    Investment Management

    Pension Planning

  • Cash Flow Modelling

    Drawdown Strategies 

    Insurance Solutions

    Retirement Management

  • Inheritance Tax (IHT) planning

    Taxation Strategies and planning

Our Process

  • Getting to know you and your goals

    The first consultation is an excellent opportunity for us to learn from you – learn about you and your family’s financial aspirations, current situation, and objectives in detail.

    During this session, we’ll guide you through the key considerations, ensuring everything is personalised to your unique circumstances. At the end of the consultation, we will take the necessary details to begin crafting a bespoke financial plan for you.

  • Crafting and presenting the recommendation

    This is the stage where your personalised financial strategy starts to take shape.

    Using the insights gathered during our initial consultation, we will present your bespoke financial plan, custom-designed to meet your specific needs and goals. At this point, we’ll review and refine to ensure it aligns perfectly with your vision.

    We’ll also explore various financial models and investment strategies to help you visualise the potential outcomes. This collaborative process ensures your financial plan is as unique as you are.

  • With you at every stage of your financial journey

    Once you partner with us, we put your tailored plan into action, ensuring it evolves with your needs.

    Through regular reviews, we will keep your financial strategy on track and aligned with your long-term goals.

    Whether you’re preparing for a major milestone, managing investments, or navigating other financial goals, our expert team will be there to guide you every step of the way.

    We take pride in building long-term relationships and offering personalised advice that adapts to your changing needs, helping you stay confident and in control of your financial future. 

Here’s what our clients say

  • "Having known Toby for over 10 years I would have no hesitation in recommending him for his services and financial planning advice which has served both me and my wife very well over the years.”

    GRAHAM S

  • "Toby has been attentive and interested in my thoughts and provided excellent advice on my investments. I am very happy to continue to rely on Toby to look after my investments for the foreseeable future. I also happily recommend Toby to anyone."

    BRIAN C

  • "We have been dealing with Toby Bentley for several years and find him proactive in dealing with our finances. He certainly has an excellent business acumen and made both my husband and I lots of savings. I would not hesitate in recommending Toby.”

    HELEN L

As Featured In

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Book an appointment

Wherever you are in your financial journey, we’re here to support you and build and preserve your wealth, on your terms.