Following a significant family inheritance in 2017, I realised that that I could no longer manage my financial affairs without the benefit of professional advice.
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.