Tash Bennett Email & Phone Number

I am qualified as an Audio/Sound Engineer and develop my creative visual media skills as Marketing Manager to help promote the family financial business, Bennett Wealth Planning. ✅We are an Intergenerational Family Business and well placed to serve you. We combine experience and expertise with an energy for time saving advances in technology to give personalised face to face advice supported by quality organisations and individuals. We look after AUM of circa £77 million on behalf of 300 clients.✅We integrate financial planning and “in house” wealth (investment) management to add ongoing value at outset.✅We are Independent, bespoke, efficient and highly qualified: Barry Bennett is Financial Industry Gold Standard Qualified as a Chartered Wealth Manager, Chartered Financial Planner and Stockbroker with 27 years' experience. A Fellow of the Personal Finance Society as well as a Chartered Fellow of the Chartered Institute for Securities & Investments. Simon Bennett is a Chartered Wealth Manager.✅We deliver our bespoke advice based around a “face to face” ongoing client relationship.✅All our personalised plans are bespoke, aligned to meet our client’s objectives.✅We are a consistent, cost-effective, advisory, independent, one-stop-shop✅We compound the Added Value over time we bring at each stage of our 6 Step Process to enhance performance and allow your money to work harder for your benefit.✅It is in our DNA to keep costs low✅We provide bespoke, private client Wealth Management and ongoing Financial Advice for both individuals and small businesses on a personal and face to face basis across the South West.Bennett Wealth Planning offers a complete Investment Management service that is characterised by an exceptional commitment to an exclusive service to innovative financial expertise. Bennett Wealth Planning has a particular expertise in the delivery of simple but sophisticated solutions to meet the complex needs of private clients.🔗 Please visit www.bennettwealthplanning.com for further details. See our 5🌟Testimonials via this link: https://bennettwealthplanning.com/testimonials/

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  Marketing Manager

  Bennett Wealth Planning

  Apr 2018 - Present

  We provide bespoke, private client Wealth Management and ongoing financial advice for both individuals and small businesses on a personal and face to face basis in the South West. Authorised and Regulated by the Financial Conduct Authority. FCA number 799367