As a client of BWP, you are at the centre of our business. How we add value is by knowing our clients and then integrating Financial Planning and “in house” Wealth Management.
At each step in the process we aim to ADD VALUE by being consistent, efficient and coherent. We apply what we say.
Seeking our help from an Intergenerational Family Business is the best investment you can make:
Our holistic Financial Planning Advice aims to provide optimised flexible, recommended, regulated, suitable solutions to maximise all the resources available to cost effectively meet immediate and longer-term objectives with life enhancing outcomes.
The importance of forward planning helps articulate a “life plan” and determines goals and priorities which will benefit the whole family.
Certain investments carry a higher degree of risk than others and are, therefore, unsuitable for some investors. The value of investments, and the income from them, can go down as well as up, and you may not recover the amount of your initial investment. Where an investment involves exposure to a foreign currency, changes in rates of exchange may cause the value of the investment, and the income from it, to go up or down.
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
