Wessex investment Management

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T: 0800 652 8455

E: advice@wessexim.co.uk

About You

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.

about wessex

About You

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.

  • You will want to work with a qualified professional able to provide advice and guidance able to listen to your aspirations and needs.
  • You will want to have a professional relationship built on mutual trust and respect.
  • You are likely to be successful in your business or personal life.
  • You will be open-minded and keen to engage with your financial consultant, discussing the options so that you can build an appropriate strategy with solutions that will be adaptable, flexible and tax efficient to help you achieve your financial objectives.
  • You will understand that "knowing the cost of everything, and the value of nothing" is not an appropriate strategy for success and will be prepared to pay for independent financial advice.

Typical areas of advice for clients cover the following areas of interest:

  • You may be reviewing the retirement options available to ensure sufficient income in retirement
  • You may want to review existing investments to ensure they remain suitable and appropriate for your needs
  • You may be wanting to preserve and protect your wealth in the most tax efficient and effective way so that more of your accumulated wealth is passed to your beneficiaries
  • You may have recently inherited, or won, a substantial lump sum
  • You may be considering the options available as part of Later Life Planning whether that is for long term care provision or raising capital

Business Partners

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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