personal, private & bespoke

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.

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…

Reasons people come to us

OUR TESTIMONIALS

Play Video

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

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

READ THIS POST »
covid

COVID-19 Response

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

READ THIS POST »