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“Having known Toby for over 10 years I would have no hesitation in recommending him.” Graham S•“I feel such relief after a meeting with Toby; he is very personable and fun to talk to.” Josie F•“BWP quickly became my go-to for any financial queries.” Ross N•“Always on hand to provide wonderful financial advice. Very personable and reliable.” Gary G•“Toby and team have been looking after me for a few years now and I could not be happier. I really cannot recommend Bentley Wealth Partners enough.” Brian C•“The experience far exceeded our expectations. We left the consultation feeling informed, confident, and supported.” Viktorija M•“Toby has been my company’s financial advisor for the last 4 years and we couldn’t be happier.” James M•“I couldn’t recommend Toby enough. We had a session with him, and he was highly professional, knowledgeable and very friendly.” Marta A•“We have been dealing with Toby Bentley for several years and find him proactive in dealing with our finances.” Helen L•“Toby gave me some really useful financial advice and made time for me to ask any question.” Zara B•“Thank you Toby for your invaluable advice on my pension and general financial position. You were highly recommended to myself and I understand why.” James C•“Having known Toby for over 10 years I would have no hesitation in recommending him.” Graham S•“I feel such relief after a meeting with Toby; he is very personable and fun to talk to.” Josie F•“BWP quickly became my go-to for any financial queries.” Ross N•“Always on hand to provide wonderful financial advice. Very personable and reliable.” Gary G•“Toby and team have been looking after me for a few years now and I could not be happier. I really cannot recommend Bentley Wealth Partners enough.” Brian C•“The experience far exceeded our expectations. We left the consultation feeling informed, confident, and supported.” Viktorija M•“Toby has been my company’s financial advisor for the last 4 years and we couldn’t be happier.” James M•“I couldn’t recommend Toby enough. We had a session with him, and he was highly professional, knowledgeable and very friendly.” Marta A•“We have been dealing with Toby Bentley for several years and find him proactive in dealing with our finances.” Helen L•“Toby gave me some really useful financial advice and made time for me to ask any question.” Zara B•“Thank you Toby for your invaluable advice on my pension and general financial position. You were highly recommended to myself and I understand why.” James C•

How we work

The Process

We take the time to understand you, your business and your family dynamics to help you gain the confidence needed to rely on us to manage your wealth.

Initial Consultation

Financial Review

We get to know you: your objectives, financial aspirations and current situation. We will guide you through the key considerations and take the necessary details to begin crafting your bespoke financial plan.

Personalised Wealth Plan

Presenting the recommendation

This is where your personalised financial plan starts to take shape. We will present a bespoke dynamic plan designed around your specific needs and goals. We will review and refine it for you to ensure it aligns perfectly with your vision, exploring financial models and investment strategies so you can visualise the potential outcomes.

Our Partnership

With you at every stage

We put your tailored plan into action and keep it on track with regular reviews, adapting as your needs and long-term goals change. Whether you are preparing for a major milestone, selling a business or managing investments, we are there to guide you, so you stay confident and in control of your financial future.

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Why it pays

Financial planning that pays for itself

86%

Of advised clients feel greater peace of mind about their finances than when managing their money on their own.

Vanguard, The emotional and time value of advice, 2025

Advised retirees are almost three times as likely to know how much they can safely spend each year (71% vs 24%).

Wealthtime, research with 1,000 UK retirees, 2026

83%

Of advised UK investors say their adviser helps them make smart decisions and avoid mistakes, such as reacting to large market swings.

Vanguard, Client Connect: The Vanguard Advice Survey, 2025

Advice is not a one-off gain. Its value builds over time and can add up to many times the cost of advice, on top of the guidance and reassurance of having a dedicated adviser in your corner. Book a free consultation to see what it could mean for your finances.

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Our Fees

We are transparent about our fees from the outset. Your first consultation is complimentary. If you proceed, you will pay a one-off initial advice fee and an ongoing service fee, calculated as a percentage of the assets we manage for you, always confirmed in writing before any work begins. There are no hidden charges and no ties to any product provider, so every recommendation is based solely on what is right for you.

Book a consultation

Your first consultation is complimentary.

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