welcome to bwp

Why us?

We provide bespoke, private client Wealth Management and ongoing Financial Advice for both individuals and small businesses on a personal and face to face basis across the South West.

Bennett Wealth Planning offers a complete Investment Management service that is characterised by an exceptional commitment to an exclusive service to innovative financial expertise. Bennett Wealth Planning has a particular expertise in the delivery of simple but sophisticated solutions to meet the complex needs of private clients.

SERVING 350+ CLIENTS

Barry W P Bennett

CHARTERED WEALTH MANAGER, STOCKBROKER, CHARTERED FINANCIAL PLANNER AND PRACTICE MANAGER

Simon Peter Bennett

CHARTERED WEALTH MANAGER STOCKBROKER, FINANCIAL PLANNER MENG (HONS) CHARTERED MCSI DIPPFS

Henry Jamie Bennett

TRAINEE WEALTH MANAGER, STOCKBROKER & FINANCIAL PLANNER

Natasha Bennett

MARKETING MANAGER

Karen Bennett

HR MANAGER

Karl Griffiths

OFFICE MANAGER

Verity Bennett

LEGAL & COMPLIANCE OFFICER

Reasons people come to us

"No hesitation in recommending BWP. Their advice and help with financial planning has been invaluable in enabling my retirement"

"My retirement is in Team Bennett's hands and they haven't let me down. Their initial advice gave me the confidence to give up work and explore other burning interests. As far as I’m concerned our relationship goes beyond sound financial guidance and management and into the realms of self fulfilment."

I have been a client of Bennett Wealth Planning for over 10 years. My late husband and I consulted Barry for advice on investments. BWP always treat their clients as individuals which builds an excellent working relationship. When my husband passed away, Barry and the team sorted everything for me. I have total confidence that whatever Barry may advise me with my finances it is always in my best interest. I look on the whole team as friends as well as advisors.

Determine your Retirement Income

Mid-Life Financial Mot

The value of an investment and the income from it could go down as well as up. The return at the end of the investment period is not guaranteed and you may get back less than you originally invested.

Based on Dartmoor with clients throughout the South West and beyond, Bennett Wealth Planning offers an Advisory Portfolio Service on a one to one, face to face, basis.

Take a look at our 6 Step Process and download our guides and brochures to find out more…

OUR RESOURCES