• Wealth Management

    PERSONAL, PRIVATE AND BESPOKE

    CONTACT US

  • Investment Advice

    PERSONAL, PRIVATE AND BESPOKE

    CONTACT US

  • Retirement Planning

    PERSONAL, PRIVATE AND BESPOKE

    CONTACT US

A VERY WARM

Welcome

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.

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