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.
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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.
About You
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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.
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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.
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