Wessex Investment Management Limited

who says you can't teach old dogs new tricks! Continuing to demonstrate knowledge and understanding as part of professional development over 32 years.

🎉 Celebrating 20 Years of Excellence in Financial Planning! 🎉 We are immensely proud to announce that WESSEX INVESTMENT MANAGEMENT has reached a remarkable milestone – our 20th Anniversary! For two decades, we have been dedicated to guiding our clients on their financial journeys, providing expert financial planning and wealth management services tailored to their unique needs and aspirations. From our humble beginnings, we have grown into a trusted partner for individuals and families seeking to secure their financial future throughout the Wessex region and beyond. Our commitment to personalised service, integrity, and expertise has been the cornerstone of our success. We understand that every client’s financial situation is unique. That's why we take a holistic approach to financial planning, offering comprehensive services that include: 🔹 Tailored Financial Planning  🔹 Investment Management  🔹 Retirement Planning  🔹 Tax Optimisation Strategies  🔹 Estate Planning Our team of experienced advisors is dedicated to empowering our clients with the knowledge and tools they need to make informed financial decisions. We pride ourselves on building long-lasting relationships and being there for our clients through every life stage and financial milestone. As we celebrate this significant anniversary, we extend our heartfelt gratitude to our clients for their trust and loyalty. Your success is our success, and we look forward to many more years of providing the clarity and insight you need to navigate your financial future and achieve your financial goals. Here’s to 20 years of making a difference and to many more years of financial prosperity together! 🥂 #FinancialPlanning #WealthManagement #Anniversary #ClientSuccess #IFA #FinancialAdvisors #Milestone #TrustedPartner #FuturePlanning #Celebration

Spring Budget 2024 Our short Guide to the latest Spring Budget has now been produced and available to all should you have not heard the news in the last 48 hours.

A chartered accountant, an independent financial advisor and an estate agent walk into a bank... No, not the start of a corny joke, but news of a networking opportunity in Newbury. Our independent financial advisor Duncan Wells has been a regular at the monthly Get Connected networking meeting, held at the Metro Bank in Northbrook Street. Duncan is pictured here between Chris Davies from UHY Ross Brooke, Chartered Accountants in Newbury, Swindon, Hungerford and Abingdon and Ollie Hawkins MARLA, from Avocado Property. "This is a great, informal networking opportunity to meet local professionals and business owners," commented Duncan, adding: "It is also great to see it increasing in popularity with each occasion." If you would like meet Duncan at the next Get Connected event at the Metro Bank on 7 March, from 0830-1000, contact organiser KRISTY Roff and we hope to see you there.

Meet Duncan Wells, the latest financial planner to join Wessex Investment Management in Newbury, bringing a wealth of experience to West Berkshire.

Another busy day to help shape the future of financial services.

Important work being undertaken in North Dorset