I had become increasingly dubious about my previous IFA and a friend recommended Barry Bennett. He was very helpful and seemed to understand exactly what I needed without me knowing what I needed. Barry and his family have gone way beyond just financial advice, they have become friends in a very professional way. I feel confident that they have my best interests in mind.
Disclaimer: Past performance is not a reliable indicator of future results.
I was introduced to Barry Bennett by my accountant and, following a couple of exploratory meetings, I decided to appoint BWP to manage my hotchpotch portfolio of pensions, shares and cash investments. Having outlined my prime objectives, particularly in respect of inheritance tax planning, Barry produced a thoughtful and comprehensive plan which not only met my goals but, equally important, provided me with various forms of tax efficient, monthly income.
I have regular contact with Barry and the Team, all of whom I have found to be extremely knowledgeable and helpful. As a consequence, I have no hesitation in recommending BWP to any prospective clients.
Bennett Wealth Planning
Woburn House
The Rock Complex,
Yelverton
Devon
PL20 6BS
Registered No. 8495206.
Registered in England
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