personal, private & bespoke

WEALTH MANAGEMENT FINANCIAL PLANNING RETIREMENT PLANNING

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welcome to bwp

MEET THE FAMILY BUSINESS - TEAM BENNETT

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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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

Based on 4 reviews
Adrian Helps
31/01/2021
I was referred by a friend when I was seeking assistance in planning for my retirement. BWP have provided sound and consistent advice that has proven to be resilient to several significant market fluctuations and provided a good return. I have recommended BWP to friends and family as I believe they offer a personal service tailored to individual circumstances and would not hesitate in recommending to others.
Paul Harrison
08/01/2021
I have been a client with Bennett Wealth Planning since my retirement. The continued success of my investments is a testament to BWP's outstanding professionalism and knowledge. During this time, I have recommended BWP to four other people, all of whom have been delighted with their investments.
Tatdarat B
21/10/2019
A Unique Dartmoor Based Family Financial Business - Bennett Wealth Planning offers personal, private, bespoke and professional financial planning advice. Aligning your Money with Added Value to achieve your Long Term Lifestyle Goals! Highly Recommended.
Adrienna Cheshire
07/08/2018
Excellent knowledge and a personal, friendly service. Would recommend to everyone looking for wealth management and ongoing financial advice.

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)
- Steve O. (Verified Client)
"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."
- Colin W. (Verified Client)
- Colin 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)
- Arnold D. (Verified Client)
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READ MORE TESTIMONIALS

Wealth management

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retirement planning

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investment advice

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Determine your Retirement Income

Mid-Life Financial Mot

FREE 30 MINUTE CONSULTATION - CONTACT US

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.

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
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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 its website www.financialombudsman.org.uk