Our mission
is to empower people to prioritise their financial wellbeing.

Over a decade of experience in financial advice

Built on a decade of experience helping families navigate their financial future, we couple premium, bespoke advice with a modern and approachable service, ensuring our clients' wealth works as hard as they do at every stage of their lives.

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.

“Finance is often seen as unapproachable, overly complicated, and stressful for many.

We intentionally designed BWP around the clear need for simplification, convenience and fresh perspectives.

We support families at every life stage by empowering them to make the best financial decisions, while integrating technology in meaningful ways to enhance the delivery of truly personalised outcomes.”

TOBY BENTLEY DipPFS Cert CII (MP)

Director | Financial Advisor

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

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.