The Personal Investment Management & Financial Advice Association (PIMFA)

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Wessex Investment Management Ltd

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
The Wincombe Centre
Wincombe Business Park
Shaftesbury
Dorset
SP7 9QJ
01747859411

Service Types

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Advisory Portfolio Management
Comprehensive Financial Planning
Financial Advice

Investment Types

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Exchange Traded Funds
Funds
Investment Trusts
ISAs
Self-Invested Personal Pension

Addresses

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The Wincombe Centre
Wincombe Business Park
Shaftesbury
SP7 9QJ
Number One,
Carnegie Road
Newbury
RG145DJ