Wessex Investment Management Ltd

Head Office

Service Types

Advisory Portfolio ManagementAd Hoc AdviceComprehensive Financial PlanningFinancial Advice

Investment Types

Exchange Traded FundsFundsInvestment TrustsISAsSelf-Invested Personal Pension

Firm Overview

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.We help our clients navigate complex financial markets and ever changing legislation. Our business has been built upon the sound foundation of the close relationship we establish with our clients in order to assist and guide on all aspects of your financial life:

• Retirement Planning
• Investment Management
• Inheritance tax and estate planning
• Protection for you and your family