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 - 2018 photo


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.


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

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


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.


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


  • Statement of Professional Standing (CII) Certificate  2022-23 certificate here
  • 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)
  • Barry Bennett is also Chartered Fellow, other qualifications include:
  • 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



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.