A nice family business, well run and always nice to deal with.
I used to buy and rent out property but now after a few too many birthdays I found it was getting tiresome so I sought financial advice and the Bennetts came up trumps. I am still getting a good income without all the work and hassle and it gives me a lot more free time to enjoy life.
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.
No hesitation in recommending BWP. Their advice and help with financial planning has been invaluable in enabling my retirement. Barry and the team have managed my pension fund and saving plan for many years now, both while employed and since retiring.. Their financial advice and support were the main driving force in creating a situation which allowed me to take relatively early retirement. I have always found their advice to be sound, and impartial, and would recommend the service they provide without reservation. I suspect I’d still be working for a living if I hadn’t entrusted Barry and the team with managing my investment funds.
When facing retirement, it was obviously important to know how my pension pot stood. Having been disillusioned with the faceless multi-national companies I had been with, I decided to seek independent financial advice through BWP. Their professionalism and expertise in this field was immediately obvious, as was the manner in which they have tailored their advice to my personal needs. Year on year, their advice has out performed my expectations and I would not hesitate in recommending BWP to any future clients.
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.
Unconditionally recommended, changed our lives and lifestyle with careful and well thought out planning with well considered risk.
I was in knots about what to do with my pensions upon retirement and Barry Bennett kindly unravelled them. He explained the risks and opportunities to be derived from cashing in final salary and lump sum pensions and offered his advice, which I accepted with some relief. I subsequently entrusted BWP with managing my pension plan without any regrets thus far. It is comforting that the next generation seems set to continue providing the security I need, with the warmth of a family run business rather than the coldness of a large corporation. I really value them and recommend them to anyone.
[Updated review – 2023]
Team Bennett helped me decide when to give up work and how to fund it. Without them I would have procrastinated, carried on working and let life pass me by rather than diving into challenges I would regret not undertaking. I was confused about what to do with various pension pots from different employers but Team Bennett sorted all that. Deciding to keep my defined benefit pension as a sound base provides security, particularly in these difficult times. They now achieve much greater returns from the ‘money purchase’ pots than the original providers.
Their reviews to get the best out of my financial resources to suit my lifestyle and current events are invaluable and reassuring.
I feel confident that my money is in the safest of hands and can’t thank them enough for their life coaching.
I have been a client of Bennett Wealth Planning for over 10 years. My late husband and I consulted Barry for advice on investments. BWP always treat their clients as individuals which builds an excellent working relationship. When my husband passed away, Barry and the team sorted everything for me. I have total confidence that whatever Barry may advise me with my finances it is always in my best interest. I look on the whole team as friends as well as advisors.
We had a lot of shares mostly blue chip companies and just getting dividends our overall capital was shrinking. We were introduced to BWP it took us a good 18 months before we built up trust to put our shares and savings with BWP, we have now been with them for about 5 years and never looked back we have a fixed amount every month and our capital in general grows there are obviously ups and downs in the markets but we look long term and because of BWP our capital comes back and grows we are more than pleased to know and let BWP handle our affairs as we have never been so well off and treated.
I have nothing but praise for Bennett Wealth Planning since they rescued me from my previous financial “rip-off” advisor about five years ago. Since I switched to BWP, I have received excellent advice and a really personal face-to-face service. So, a big thank you to Barry and the other members of Team Bennett for performing as promised when we first met and for continuing to do so in these unsettling and uncertain times.
I needed advice on how best to invest my pension. I found that Bennett Wealth Planning, explained all my options in great detail and made sure I understood everything I needed to know. I have benefitted a great deal with the advice I was given. I would highly recommend Bennett Wealth Planning!
I sought professional advice when in the Armed Forces to secure financial backing for whatever was needed; but mainly for extra income in retirement. This has been done very competently plus I have been able to ask advice at any time. Over the years Bennett Wealth Planning have invested some spare money for me in profitable stocks & shares I.S.A. & assisted me to purchase expensive things. Recently I, foolishly, allowed myself to be scammed out off a considerable amount of money. The team liquidated my I.S.A & put me back on my financial feet, no fuss or problems. Basically, it feels like the team here have my financial back and are good at what they do.
Due to under performance of my previous financial advisor, I was looking for a more a more approachable and personal investor. BWP seemed to fit this criterion! All the team are knowledgeable and have a professional understanding of their products. Keeping me updated with regular feedback on how my portfolio is performing. BWP comprehensibly reviewed my needs and requirements and advised as to which of their investments would best suit my interests. BWP have considerably improved the returns I am getting on my portfolio, and considerably reduced the fees and costs involved in the management of funds.
Bumping into Barry Bennett at the North Devon show 3 years ago, we fell into conversation, it rapidly became apparent that our portfolio was not working hard enough for us and, as retired Schoolmasters, on a pension, additional income was needed. Swift and effective action followed, and we have benefitted substantially since then even acknowledging the trying times experienced by the money markets. Contact has been regular and helpful; there has been no need to review our circumstances thus far, but we have been impressed by the willingness of BWP to engage should we wish it.
BWP enable my savings to work for our family so that we, the parents can enjoy a secure retirement whilst also helping our children. Advice is clear and any queries are dealt with promptly. BWP are not only professional and efficient but trustworthy and transparent. The produced a bespoke financial plan that took into account my attitude to risk and personal values. I especially like the family feel to BWP, they really care about providing an excellent service as opposed to the anonymous corporate approach taken by other companies. Thanks to BWP I am enjoying the full fruits of my youthful labours.
I would highly recommend this company for the quality of financial advice given and the ongoing readiness to give further advice and assistance. Barry came highly recommended by our accountant. At our initial interview, Barry put forward a thought through efficient retirement plan which provided my husband and I with a good pension and mitigated our inheritance tax liability. BWP has kept us informed, answered our queries promptly and carried out everything that was agreed to the letter. BWP has the personal touch of the small company whilst at the same time has highly competent younger family members who provide continuity. Over the last four years BWP has demonstrated to us that they are trustworthy, and we have recommended them to our friends.
I met Barry Bennett at the Devon County Show some 12 years ago. I had inherited some money and apart from having a current account at the local bank I had absolutely no idea about Financial matters. With a great deal of patience and expertise Barry has advised and invested with much success and is always at the end of a phone, I would recommend Bennett Wealth Planning to anyone.
I’m not rich by any means but these guys have crystallised my pensions to ensure that I can live an unchosen but essential early retirement in some comfort. They are streets ahead of other wealth advisors I have previously engaged. Well done the Bennetts, and my personal thanks!
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.
Hear their story on Long Term Capital and Post-Retirement Achievements through BWP
The value of an investment and the income from it could go down as well as up. The return at the end of the investment period is not guaranteed and you may get back less than you originally invested.
Disclaimer: Past performance is not a reliable indicator of future results.
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