personal, private & bespoke

WEALTH MANAGEMENT FINANCIAL PLANNING RETIREMENT PLANNING

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 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

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…

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"

"Unconditionally recommended, changed our lives and lifestyle with careful and well thought out planning with well considered risk."

"I would highly recommend this company for the quality of financial advice given and the ongoing readiness to give further advice and assistance."

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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.

Statements of Professional Standing Renewed

September 3, 2021

Renewed for another year! We would like to announce that the Statements of Professional Standing for both our financial advisers at Bennett Wealth Planning have

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