W&F Issue 12 2018

www.wealthandfinance-news.com 14 Wealth & Finance International - Issue 12 - 2018 From the outset, Wessex credit their success to a dedication to establishing long-term client relationships, utilising tailored and bespoke financial solutions to help realise their client’s financially-secure future. Regardless of whether it is planning for retirement or inheritance, securing a mortgage or for – simply - peace of mind, Wessex understand that every client is fundamentally different, and requires, above all else, a personalised approach. They understand that there is no cookie-cutter or universal solution when it comes to financial planning. Perhaps more importantly, Wessex have long advocated for truly independent advice, that is, by all regards, impartial and unbiased. Where others may sell products through outside influence and pressure, perspective clients can rest assured that any advice offered is in their best interest and not to fulfil a sales quota. Equally, Wessex Investment understand that not everyone needs a comprehensive service to set them on the right path, and so offer full and focused advice options to compliment any existing financial guidance. All of this helps form Wessex’s client-centric ethos. Ultimately, this is a firm that wants to offer services that are seamless and tailored wholly to the individual. With over twenty-five years’ experience in the industry, each member of Wessex’s team of consultants and Independent Financial Planning Advisers can be considered seasoned experts, with the knowledge, qualifications, and accreditations in place to provide advice across the entirety of the financial planning spectrum. By partnering with noted accountancy practices, Wessex can also provide access to technical assistance on all taxation matters, including wills and trusts. More than all of that, Wessex create flexible solutions that can evolve and adapt depending on a client’s circumstances – an essential quality given the economy’s recent volatility. This is a firm without pretence and pomp, with an expertise that could match that of any of the industry’s giants. Through their commitment to transparency and honesty, they hold the best interests of their clients to heart, helping them become more informed about their finances, protecting them against life’s challenges, whatever they may be. Established in 2004, Wessex Investment Management are expert financial planners and wealth management consultants working across Newbury and Shaftesbury. In early October, Wessex Investment were acknowledged in Wealth & Finance International’s 2018 Winners Review programme with the title of ‘Best Inheritance Tax & Estate Planning Consultancy in South England’ and presented with the ‘Award for Excellence in Asset Management’. Following this success, we took a closer look at the firm’s innovative approach to asset and wealth management. Securing Your Financial Future Through Unbiased and Expert Advice WR180013 Company: Wessex Investment Management Limited Address: The Wincombe Centre, Wincombe Business Park, Shaftesbury, Dorset, SP7 9QJ, United Kingdom Website: www.wessexim.co.uk Telephone: 01747 859 411