How We Can Help
Based on Dartmoor with clients throughout the South West, Bennett Wealth Planning offers an Advisory Portfolio Service on a one to one, face to face, basis.
This fully managed Advisory service is designed for clients who do not want to manage their portfolio but do wish to have the final say in all the decisions. We seek conservative long term investors looking for an ongoing advisory, unbiased, fee based, whole of market and trusted service. We offer a free initial consultation to prospective clients.
- Portfolio Construction/Reviews
- University/School Fees
- Inheritance Tax Planning
- Wealth Preservation
- Annuity Purchase
- Personal Pensions
- Income Drawdown
- Phased Retirement
- Long term Care Planning
- Unit Trusts /Collective Investment Schemes, ETFs
- Onshore/Offshore Bonds
- Equities/Stockbroking/Individual Bonds/Gilts
- Portfolio Monitoring and Advice