meet barry

Barry's mission

My mission is to provide unbiased, bespoke, private client Wealth Management and ongoing advice for both individuals and small businesses on personal and face to face basis in the South West. My whole business is based on the fundamental principle of putting my clients first.

barry bennett

PROFILE

Barry W P Bennett MA(Cantab) Chartered FCSI FPFS IMC

Chartered Wealth Manager, Stockbroker, Chartered Financial Planner and Practice Manager

ABOUT:

Married to Karen with 3 children, Simon, Natasha & Henry living in Yelverton since 1993. Army Officer (Royal Engineers), Major (Retd), for 20 years. Commanded both 1st Field Squadron RE & 131 Independent Commando Squadron RE(V). 1st Gulf War, Northern Ireland and 7 years abroad. Cambridge Blue (Cricket). Skippered Cambridge Freshers (Rugby). Skipper of Army BAOR & Combined Services Cricket. BAOR & RE Rugby. Parachute (Red Beret), Commando (Green Beret), Diving and Arctic Warfare Trained. London and Berlin Marathons.

EDUCATION:

  • Queens’ College, Cambridge MA(Cantab) Engineering.
  • Army Staff College Div 1.
  • Welbeck College. A Levels: Double Maths, Physics, Engr Dwg (2As, 2Bs).

QUALIFICATIONS:

Why is this Significant?

The FCA requires that all retail investment advisers now hold a Statement of Professional Standing (SPS).

An SPS can only be issued by an FCA appointed accredited body, such as the CII, and confirms that an adviser:

    • Has adhered to a code of ethical standards
    • Holds the required qualifications for the activities they undertake
    • Has completed appropriate CPD and complied with APER (Statements of Principle and Code of Practice for Approved Persons)
  • Chartered Fellow
  • DipPFS
  • AF2 – Business Financial Planning
  • AF4 – Investment Planning
  • AF5 – Financial planning Process
  • APFS – Advanced Diploma in Financial Planning
  • FPFS – Fellow of the Personal Financial Society
  • STEP (Society of Trust and Estate Practitioners) Certificate for Financial Services – Trusts and Estate Planning
  • CFA UK Level 3 Certificate in Investment Management (IMC)
  • Level 3 Certificate in Financial Planning & Long-Term Care Insurance (CF8)
  • CISI Ethics – Integrity Matters
  • Financial Planning Certificate 1
  • Financial Planning Certificate 2 – Protection, Savings and Investment Products
  • Financial Planning Certificate 3 – Identifying and Satisfying Client Needs
  • JO1 – Personal Tax
  • JO2 – Trusts
  • JO4 – Pension Funding Options
  • JO5 – Pension Income Options
  • JO6 – Investment Principles, Markets and Environment
  • CISI Level 6 Certificate in Private Client Investment Advice & Management (PCIAM)
  • Securities & Investment Institute Level 3 Certificate in Investments (Securities) – Financial Regulation and Securities Units
  • MAQ – Mortgage Advice Qualification

MEET THE TEAM

THE FAMILY