We seek positive bespoke, cost effective, simple and efficient outcomes for our clients which are aligned with our clients’ money and objectives – we help make our clients’ money work harder for them adding value to their quality of life.
Our purpose is to provide independent, personalised, client friendly advice from the whole of the market to optimise better outcomes.
• We listen and place our clients at the centre of the purpose and first of all we do
• We care and place our purpose in helping clients first before our own profit
• We seek serious and discerning long-term investors as our target market
• Our target market is seeking help and ongoing advice both pre and post retirement
• We achieve positive and sustainable outcomes by optimising our client’s resources
Our holistic approach aims to align your money with your goals and priorities. Our consistent, professional, trusted, quality approach as ‘Team Bennett’ is helping our clients make their dreams and expectations become a reality.
Our ethos of putting our clients first, treated to feel like that they are members of our family and are the centre of all we do. We care!
Keeping YOU in control of the decisions and giving you sustainable, flexible optimal solutions.
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