ABOUT US

WHO ARE WE

MEET THE TEAM

THE FAMILY

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Barry W P Bennett

CHARTERED WEALTH MANAGER, STOCKBROKER, CHARTERED FINANCIAL PLANNER AND PRACTICE MANAGER

MEET BARRY
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Simon Peter Bennett

CHARTERED WEALTH MANAGER STOCKBROKER, FINANCIAL PLANNER MENG (HONS) CHARTERED MCSI DIPPFS

MEET SIMON
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Henry Jamie Bennett

TRAINEE WEALTH MANAGER, STOCKBROKER & FINANCIAL PLANNER

MEET HENRY
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Natasha Bennett

MARKETING MANAGER

MEET NATASHA
Headshot of Karen Bennett - 2018

KAREN BENNETT

HR MANAGER

MEET KAREN

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Contact

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Registered Office

Bennett Wealth Planning

Woburn House

The Rock Complex,

Yelverton

Devon

PL20 6BS

Registered No. 8495206.

Registered in England

Legal

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