CONTACT

Say hello

Online Enquiry


If you have any comments or queries, please contact your nearest office or complete the enquiry form below for one of our advisers to contact you.

Your name (required)

Email address (required)

Preferred contact number (required)

Your message (required)


Shaftesbury Office

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

Tel: 01747 859411
Fax: 0870 460 1279


Newbury Office

Number One,
Carnegie Road, Newbury,
Berks, RG14 5DJ

Tel: 01635 582222
Fax: 0870 460 1279



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.

DISCOVER

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.

DISCOVER

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.

DISCOVER

Mortgages

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.

DISCOVER

       

Cookie Policy | Website Disclaimer | Privacy Policy

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.

© 2020 Wessex Investment Management Limited