Investments

Quality financial advice tailored to your objectives

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Record low interest rates and rising inflation mean that it is more important than ever, to have your money working hard for you. We offer financial advice to help you achieve your goals and future aims by working with a panel of leading investment companies.

At Bennison Brown Wealth Management we understand that many of us are unsure from whom we can get top quality trusted advice that offers value for money.  We are here to help you achieve that.  We offer a free initial consultation to talk about your circumstances and objectives so that there are no barriers to receiving financial advice.

If you would like to get some professional investment advice from an adviser with over 30 years’ experience please contact us

Tax efficient investment planning

Investing within a tax efficient investment plan can give a huge boost to your savings. We will help you invest in plans that as well as bringing potentially better returns are also tax efficient

Retirement Planning

Inheritance tax planning

You work hard, save hard and manage your money well; you do not want to give the taxman more than you need to before you pass it to your children and grandchildren. We can help you plan for this in order that as much as your assets as possible are passed in accordance with your wishes

Business protection

Small businesses are the backbone of the British economy. If you are a business owner you will want to ensure that the death or serious illness of a shareholder or key employee does not further adversely affect the ability of your business to function fully

School and university fees planning

With typical student debt typically reaching in excess of £50000 you can help your child or grandchild invest for this important time of life and ease the pressure of being saddled with debt

Let us guide you

Our approach to investment advice is based on clearly understanding your financial situation, your goals, and how much risk you are prepared to take with your money.

The expert professional guidance your financial adviser will give you helps you through this process. This means we can make sure that our solutions are right for you and that you have all the information you need to make a clear decision.

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