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.
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.
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.
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.
Services
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.
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.
You will want to work with a qualified professional able to provide advice and guidance.
You will want a financial planner able to listen to your aspirations and identify your 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 want a financial planner able to listen to your aspirations and identify your 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.
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.
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.
A time when you plan to pursue new interests, travel or spend more time with family and friends.
A time of financial independence.
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.
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