welcome to bwp

Why us?

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 across the South West.

Bennett Wealth Planning offers a complete Investment Management service that is characterised by an exceptional commitment to an exclusive service to innovative financial expertise. Bennett Wealth Planning has a particular expertise in the delivery of simple but sophisticated solutions to meet the complex needs of private clients.

SERVING 300+ CLIENTS

Excellent
Based on 4 reviews
Adrian Helps
31/01/2021
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.
Paul Harrison
08/01/2021
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.
Tatdarat B
21/10/2019
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.
Adrienna Cheshire
07/08/2018
Excellent knowledge and a personal, friendly service. Would recommend to everyone looking for wealth management and ongoing financial advice.

Reasons people come to us

Determine your Retirement Income

Mid-Life Financial Mot

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.

Bennett BWP Logo 2

Based on Dartmoor with clients throughout the South West and beyond, Bennett Wealth Planning offers an Advisory Portfolio Service on a one to one, face to face, basis.

Take a look at our 6 Step Process and download our guides and brochures to find out more…

OUR RESOURCES

Align your money with your goals

CLIENT STORY

MICHAEL & JANE

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.

Mid Life Financial MOT

Mid-Life Financial MOT | Oct 2022

Please do consider contacting us to arrange a meeting to talk through any plans you may have. We are able to help in making your

statement of professional standing
Certificate

Statements of Professional Standing Renewed

Renewed for another year! We would like to announce that the Statements of Professional Standing for both our financial advisers at Bennett Wealth Planning have

BWP Office

Happy New Fiscal Year | April 2022

May we wish you a Happy New Fiscal Year 2022/23 from the Team here at Bennett Wealth Planning! The extraordinary events of the last couple