About us

Our core values ensure we always act with the utmost degree of integrity and professionalism. We are open and ethical in everything we do, putting our clients' best interests at the heart of our business. By using Wessex Investment Management, you can be sure that, if required, your collective financial needs can be regularly reviewed and discussed with our qualified consultants in an ever-changing financial climate.

For us to succeed as a business we have to ensure your success in achieving the financial objectives and goals set throughout your lifetime. At Wessex Investment Management we aim to provide solutions to your financial needs, create and update strategies to satisfy your requirements, and ultimately work with you to make your financial objectives a success so that you have financial independence.

We help our clients navigate complex financial markets and ever changing legislation. Our business has been built upon the sound foundation of the close relationship we establish with our clients in order to assist and guide on all aspects of your financial life:

Retirement Planning
Investment Management
Inheritance tax and estate planning
Protection for you and your family

Why choose Wessex Investment Management Limited?

“An investment in knowledge pays the best interest.” – Benjamin Franklin

Finances often take a low priority for many people because they can be so complex, but at Wessex Investment Management we strive to make the financial advice process both straightforward and engaging for our clients.

Whether you are assessing your finances for the first time, have recently inherited or won a lump sum, or want to know more about your retirement options, Wessex Investment Management is here to help.

Wessex Investment Management is not tied or linked to any financial institutions or product provider. This means that when we recommend a specific solution, it is because we believe it is the most appropriate for you, not because we are getting commission for every person we sign up to a specific product or platform.

We will ask the right questions, give straightforward advice and find the right financial solutions for you, by:

• Identifying your short, medium and long-term financial planning goals
• Learning what’s important to you in life, your aspirations
• Mapping out a route to get you there
• Making easy-to-understand product and investment recommendations
• Adjusting your plan during significant life changes and at regular reviews

In short, we identify where you are now, where you want to be and advise how to get there.

About you

You will understand that for financial planning to be effective it must continually adapt to your ever-changing circumstances, priorities and aspirations.


Retirement Planning

For many, planning for retirement has meant working towards a point in time when you switch from employment to one of permanent unemployment, free of all the stresses, restrictions and routines of working life. A time when you plan to pursue new interests, travel or spend more time with family and friends. A time of financial independence.


Investment Management

Combining our investment philosophy and robust processes we will work with you to define and agree your investment objectives, determine an appropriate strategy and recommend an investment portfolio to satisfy your particular requirements.


Inheritance Tax & Estate Planning

Few taxes are quite as emotive – or as politicised – as Inheritance Tax. It is not just for the wealthy landowners as it once was, nor is it just for the very rich superstars of today but as house prices continue to increase it is a consideration for us all.



Mortgages are possibly the largest single transaction in most people’s lives. Buying a property can be a stressful and time-consuming experience, although nowadays the financing of a mortgage is more than simply accepting a lender’s offer, it is a case of finding and selecting the most suitable deal within a confusing and constantly changing market.



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

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

Wessex Investment Management Limited is authorised and regulated by the Financial Conduct Authority and entered on the FCA Register (https://register.fca.org.uk) reference 400509

Registered Office: Number One, Carnegie Road, Newbury, RG14 5DJ Registered in England & Wales No. 4132770. This site is intended for UK investors only. The FCA does not regulate Credit Cards, Will Writing and some forms of mortgage and Inheritance Tax Planning.

By clicking on any of the external links within this website you will leave the regulatory site of Wessex Investment Management Limited. The Company is not responsible for the accuracy of the information contained within the linked sites.

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