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Bennett Wealth Planning

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Yelverton, United Kingdom

bennettwealthplanning.com
Financial planner· Financial Services· Stock broker

Bennett Wealth Planning Reviews | Rating 5 out of 5 stars (5 reviews)

Bennett Wealth Planning is located in Yelverton, United Kingdom on Woburn House, The Rock Complex. Bennett Wealth Planning is rated 5 out of 5 in the category financial planner in United Kingdom. We provide bespoke, private client Wealth Management and ongoing Financial Advice for both individuals and small businesses on a personal and face to face basis in the South West. Barry W P Bennett is the Principal Chartered Wealth Manager, Stockbroker and Chartered Financial Planner in our branch. Barry works in a fee based and unbiased way providing services that include Investment Management, Retirement Planning and Financial Planning. Barry makes it his job to listen, think and offer affordable, holistic and bespoke solutions to clients. Authorised and Regulated by the Financial Conduct Authority. FCA number 799367

Address

Woburn House, The Rock Complex

Phone

+44 1822855060

Company size

1-10 employees

Headquarters

Yelverton, Devon

Founded

2018

Service options

Online appointmentsOn-site services

Amenities

Toilets

Open hours

...
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Adrian Helps

I was referred by a friend when I was seeking assistance in planning for my retirement. BWP have provided sound and consistent advice that has proven to be resilient to several significant market fluctuations and provided a good return. I have recommended BWP to friends and family as I believe they offer a personal service tailored to individual circumstances and would not hesitate in recommending to others.

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Paul Harrison

I have been a client with Bennett Wealth Planning since my retirement. The continued success of my investments is a testament to BWP's outstanding professionalism and knowledge. During this time, I have recommended BWP to four other people, all of whom have been delighted with their investments.

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Tatdarat B

A Unique Dartmoor Based Family Financial Business - Bennett Wealth Planning offers personal, private, bespoke and professional financial planning advice. Aligning your Money with Added Value to achieve your Long Term Lifestyle Goals! Highly Recommended.

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Adrienna Cheshire

Excellent knowledge and a personal, friendly service. Would recommend to everyone looking for wealth management and ongoing financial advice.

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Lou Mikelović

Dodgy

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