Wessex investment Management

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T: 0800 652 8455

E: advice@wessexim.co.uk

About Wessex Investment Management Ltd

The key to our success is the close relationship we establish with clients – many of whom have enjoyed personal associations with our advisers over a number of years.

about wessex

About Wessex Investment Management Ltd

The key to our success is the close relationship we establish with clients – many of whom have enjoyed personal associations with our advisers over a number of years. All advisers and administrative staff are qualified and experienced people working together to ensure client objectives are satisfied.

In addition we have forged strategic partnerships with other key professionals; in particular, accountancy practices to provide access to technical assistance on all taxation matters and solicitors with regard to wills and trusts.

For Wessex Investment Management to offer our clients truly independent advice, it is vitally important that we can make our own decisions and offer impartial advice, without outside interference or pressure. For this reason Wessex Investment Management is totally independent and not tied or linked to any financial institution.

We prefer to meet with you, face to face, as we do not believe a website can provide individually tailored financial solutions.

At Wessex Investment Management we recognise not everyone requires a comprehensive service and can therefore provide two distinct levels to financial advice. These are:

Full Advice – Where clients/investors prefer to have all aspects of their financial affairs cared for by a professional financial planner. Regular reviews are undertaken and a financial planning strategy is closely followed.

Focused Advice – Those clients that have in the main looked after their own affairs but recognise shortcomings in a particular financial planning area will often refer to a professional financial planner for specific advice on products and/or companies without undergoing a comprehensive review process.

Young or old, we all make financial decisions. By making the right ones we can gain significantly. Making the wrong ones can prove very expensive, not just for us individually, but also for those who depend upon us.

If the business of financial planning seems too complicated or you are too busy to take the DIY approach then an Independent Financial Adviser (IFA) can provide guidance through the maze of the financial world. Only an IFA can provide unbiased impartial advice and make recommendations from the whole of the market.

If you require impartial, unbiased independent financial advice, please refer to our Contact Us page.

Business Partners

Accountants
Banks & Co

Payroll Bureau
Tax Filing Services

Head Office

The Wincombe Centre,
Wincombe Business Park,
Shaftesbury, SP7 9QJ

Tel: 01747 859 411
Fax: 0870 460 1279
Email: advice@wessexim.co.uk

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