personal, private & bespoke

WEALTH MANAGEMENT FINANCIAL PLANNING RETIREMENT PLANNING

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Determine your Retirement Income

Mid-Life Financial Mot

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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.

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.

HERE'S WHAT WE DO
HERE'S HOW WE DO IT

Serving 300+ Clients

MEET TEAM BENNETT

THE FAMILY

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
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OUR RESOURCES

Align your money with your goals

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 DOCUMENTS

Wealth management

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retirement planning

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investment advice

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Reasons people come to us

OUR TESTIMONIALS

"No hesitation in recommending BWP. Their advice and help with financial planning has been invaluable in enabling my retirement"
- Steve O. (Verified Client)
"Unconditionally recommended, changed our lives and lifestyle with careful and well thought out planning with well considered risk."
- Michael W. (Verified Client)
"I would highly recommend this company for the quality of financial advice given and the ongoing readiness to give further advice and assistance."
- Arnold D. (Verified Client)
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CLIENT STORY

MICHAEL & JANE

Hear their story on Long Term Capital and Post-Retirement Achievements through BWP

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.

speak to Our professional team

request a free virtual consultation

You can request a free initial consultation to discuss your long term goals

CONTACT US
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Contact

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Registered Office

Bennett Wealth Planning

Woburn House

The Rock Complex,

Yelverton

Devon

PL20 6BS

Registered No. 8495206.

Registered in England

Legal

The Financial Ombudsman Sevice (FOS) Is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details can be found on it’s website www.financialombudsman.org.uk