About Us

What we do

We offer financial planning and wealth management services, providing independent advice to both personal and corporate clients. We work together in close partnership with our clients with the aim of accumulating, maximising and preserving their wealth.

Our clients like our personal approach and we pride ourselves on delivering outstanding service and value, providing professional financial advice in a clear, concise, friendly and caring manner.

We aim to build long-term trusted relationships working towards a secure financial future for our clients with total peace of mind.

How we work

We believe that it is important that you are aware of how we work and what you can expect from us:

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An initial, free of charge and without obligation consultation to establish your circumstances and objectives.

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We will ensure to fully understand your personal situation and what is important to you.

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We will ask you to provide us with details relevant to your personal circumstances and your current financial planning arrangements. We will also establish how you wish to pay for our services (see: How we are paid).

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Having assessed your needs, we will provide you with our recommendation and explain this to you in detail.

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If you wish to proceed with our advice, we will implement our recommendations on your behalf, keeping you informed throughout the process.

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We will agree on the level of service you require going forward regarding regular reviews and the monitoring of your arrangements. In an ever-changing world, we can work together to ensure your continued financial security.

How we are paid

We offer an initial consultation free of charge and without any obligation. Before beginning any work on your behalf, we will give you a choice as to how we are to be paid for our services. There are no hidden costs, and we will always tell you exactly what we charge in advance of us starting work.

Your payment options

We offer you the option to pay for our investment and pension services by way of an adviser charge which can be paid to us directly, deducted from a product or a combination of both. Please contact us for further details of our charging structure.

Please note that for certain products such as mortgages and insurance contracts, you will also have the option for us to be remunerated by way of commission as an alternative to paying us an adviser charge.

Our adviser charges are dependent on the services you require but would normally fall into three categories:

Review & Recommendation

Our charge will be agreed with you from outset and covers the detailed financial planning work undertaken to research and analyse your current position and determine what steps should be taken to help you achieve your planning objectives. The specific charge will depend upon the complexity of the advice and the service being provided.

Implementation

If you were to proceed with our recommendation, you can then instruct us to implement your plan, and this will be subject to an implementation charge.

Ongoing Services

We offer three different levels of ongoing services designed to provide you with the most appropriate service relevant to your circumstances. Please contact us for details of our Client Service Proposition.

Meet the team

All our team are knowledgeable, experienced and pride themselves on delivering outstanding service.

Darren Stimpson

Senior Partner / Independent Financial Adviser

Darren has over 25 years’ experience as a trusted financial adviser.
Founded Bentley Grove in 2009.
Specialising in wealth management and retirement planning.
Specialising in advising doctors and healthcare/medical professionals
Enjoys travelling and the occasional round of golf.

Josephine Arnold

Independent Financial Adviser

Jo has over 30 years’ industry experience as a trusted financial adviser.
Joined Bentley Grove in 2012.
Specialising in wealth management, retirement and inheritance tax planning working predominately with clients who are approaching or in retirement.
Outside of work enjoys walking and reading.

Karen Bhatoa

Office Manager

Karen has been working in financial services since 1998.
Employed in the role of IFA Office Manager since 2003.
Joined Bentley Grove shortly after the firm was founded.
Wealth of experience in the day to day running of an IFA practice.
Enjoys good food and wine and time with family and pets.

Dawn Baker

Administrator

Dawn joined Bentley Grove as a part-time administrator in 2015.
Prior to this Dawn worked 18 years in the banking sector and has extensive experience ranging from administrative to advisory and management roles.
Outside of work interests are yoga and cooking for the family.

Feedback from our clients

There is no one else I would trust my money with.

"There is no one else I would trust my money with. Professional, courteous and a truly personal service. Even through the darkest financial times Darren always shines through.”

Mr P Staples

I would not hesitate to recommend them to others.

“I have been very pleased with the helpful and efficient service from Bentley Grove in dealing with my family’s financial affairs and I would not hesitate to recommend them to others.”

Mrs M Green

The best possible investments with the greatest returns.

“I have known Darren Stimpson for many years and have always been very impressed by his friendliness, honesty, professionalism and his enthusiasm to help me achieve the best possible investments with the greatest returns and, as a result, I have been well rewarded financially and have been incredibly happy to recommend him to other potential investors.”

Miss T Hallett

Helped me make sense of the various pension arrangements

“ Jo was extremely helpful in helping me make sense of the various pension arrangements I had built up over the years and my wife and I feel very well looked after by her and all at Bentley Grove”

Mr D Southeard

Extremely Professional and helpful

“ I have always found Jo and the team at Bentley Grove extremely professional and helpful to deal with and I feel confident that I am in safe financial hands”

Mr B James

Free Consultation

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