FINANCIAL PLANNING AND WEALTH MANAGEMENT CONSULTANTS
Making sense of money
Setting financial goals to suit your needs and bring success to your finances.
Our Duty is Solely to YOU
Wessex Investment Management Limited’s Consultants will provide clarity and insight to your financial affairs and work in partnership with you to achieve your financial goals.
We are independent financial advisers, which means our duty is solely to you – our client. Our aim is to ‘make sense of money’ so that together, we can identify your financial goals, identify how best to achieve them and put in place a strategy that is regularly reviewed to ensure success with your financial planning so that you can achieve and/or maintain financial independence.
The advice we provide is completely impartial and unbiased; our continuous monitoring and research of the financial services market enables us to recommend the most appropriate solutions to satisfy your financial needs.
For further information, please contact us.
Treating Customers Fairly
Wessex Investment Management Limited is regulated by the Financial Conduct Authority (FCA), and we are happy to work within a regulated environment which prioritises the interests of consumers.
Wessex Investment Management Limited's employees have satisfied the rigorous criteria relating to professional qualifications and ethical good practice. You can therefore be confident that you are dealing with a firm wholly committed to providing you with the best possible advice, service and support.
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
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.
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