personal, private & bespoke

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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

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.

exterior office BWP

BWP Notice

July 14, 2020

From 1st July – Our Yelverton Office is now open strictly by pre-arranged appointment only.  The vast majority of matters can be dealt with remotely either

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covid

COVID-19 Response

March 20, 2020

Coronavirus Response Bennett Wealth Planning is actively monitoring the coronavirus outbreak and is adhering to guidance being provided by the UK government and other public

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speak to bennett wealth planning

request a free virtual consultation

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

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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