The Foundations of our Business
In order to perform our service we gather information about your knowledge, experience of investments, financial situation and investment objectives.
We listen, think, then offer cost effective, diversified and risk tailored solutions to meet realistic expectations. In doing this we aim to simplify, clarify and add value while expanding the client’s knowledge.
We know that every single client is different and thus we provide bespoke financial solutions to meet each of our client’s needs.
We act with integrity, honesty and respect your confidentiality. We work with fellow professionals to enhance client service where appropriate. We will monitor your portfolio on an ongoing basis and report regularly face to face. Our service is best suited to clients with more than £50,000 to invest.
Bennett Wealth Planning have negotiated discounts on initial charges, many at 0%, with a number of fund managers. We offer regular reviews, online investor access, and regular client reporting. We research and construct our own “buy lists” to reflect our conservative investment strategy.