Having now qualified as a Chartered Wealth Manager and Stockbroker, I am working towards becoming a Chartered Financial Planner. Working with my father, Barry W P Bennett, my goal is to continue to enhance the family business which provides unbiased, bespoke, private client Wealth Management, Stockbroking and Financial Planning services to both individuals and small businesses on personal and face to face basis.
Chartered Wealth Manager, Stockbroker and Practice Manager
Eldest son of Barry and Karen. Former Employee of the Wrigley Company in Quality Assurance (2006-2007) and the Chevron Oil Corporation as an Undergraduate Chemical Engineer (2010-2011).
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:
We have worked with Team Bennett for a few years now, and can honestly say that the advice they have given has enabled us to retire early with a good level of income, whilst keeping our tax implications at the best level.
The whole family are very approachable and will endeavour to do their very best for you for a reasonable fee. If there is any part of the suggested investments that you don’t understand fully, they are quite happy to explain either by phone, email or face to face.
Thoroughly recommend as they have given us exactly what they have said they would.
Proof is in the Pudding! 😃 Many thanks to you all.
Bennett Wealth Planning
Woburn House
The Rock Complex,
Yelverton
Devon
PL20 6BS
Registered No. 8495206.
Registered in England
The Financial Ombudsman Sevice (FOS) Is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details can be found on its website www.financialombudsman.org.uk