Bennett Wealth Planning | Wealth Management | Financial Planning

BWP Office Notice

BWP Notice  From 1st July – Our Yelverton Office is now open by pre-arranged appointment only.  The vast majority of matters can be dealt with remotely either over the phone or by video call.  To make an appointment – call us on 01822 855060 or email: Essential Visits Only The health and safety of our employees and […]

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COVID-19 Response

Coronavirus Response Bennett Wealth Planning is actively monitoring the coronavirus outbreak and is adhering to guidance being provided by the UK government and other public health agencies, in particular : Our focus, first and foremost, has been the safety of our clients. As such in preparation, we are being sensible about in-person meetings and […]

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Business Profile: Bennett Wealth Planning

Bennett Wealth Planning is a boutique family business offering bespoke private client wealth management and ongoing financial advice to its clients. Working together at their Yelverton based branch, ‘Team Bennett’ have grown and re-branded with major enhancements since we last spoke, but their tight knit family dynamic remains unchanged. Bennett Wealth Planning offers a personalised […]

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