Bennett Wealth Planning | Wealth Management | Financial Planning

Simon's Goal

Having now qualified as a Chartered Wealth Manager and Stockbroker, I am working towards becoming a Chartered Financial Planner. Working with my father, Barry W P Bennett, my goal is to continue to enhance the family business which provides unbiased, bespoke, private client Wealth Management, Stockbroking and Financial Planning services to both individuals and small businesses on personal and face to face basis.

Who we are

Simon Peter Bennett MEng (Hons) Chartered MCSI DipPFS

Chartered Wealth Manager, Stockbroker, Chartered Financial Planner and Practice Manager

ABOUT SIMON:

Eldest son of Barry and Karen. Former Employee of the Wrigley Company in Quality Assurance (2006-2007) and the Chevron Oil Corporation as an Undergraduate Chemical Engineer (2010-2011).

EDUCATION:

  • CISI Investment Advice Diploma. Investment Risk and Taxation and Securities exams. ACSI membership achieved.
  • CII Diploma in Regulated Financial Planning. R01, R02, R03, R04, R05, RO6.
  • Masters of Engineering in Chemical Engineering at the University of Bath. Graduated 2012.
  • South Devon College: Certificate in Management.
  • Devonport High School for Boys: A Levels. Chemistry, Physics, Maths and Computing.
  • Plymouth College: GCSEs.
  • Mount House
MEMBERSHIP of PROFESSIONAL ORGANISATIONS:
Chartered Wealth Manager 2019 / 2020
TEAM BENNETT - THE FAMILY
Barry W P Bennett
CHARTERED WEALTH MANAGER, STOCKBROKER, CHARTERED FINANCIAL PLANNER AND PRACTICE MANAGER
Simon Peter Bennett
CHARTERED WEALTH MANAGER STOCKBROKER, FINANCIAL PLANNER MENG (HONS) CHARTERED MCSI DIPPFS
Henry Jamie Bennett
TRAINEE WEALTH MANAGER, STOCKBROKER & FINANCIAL PLANNER
Natasha Bennett
MARKETING MANAGER
Karen Bennett
HR MANAGER