2018 UK Excellence Awards

4 Corporate Vision 2018 UK Excellence Award s , Wessex Investment Management Limited Best Independent Financial Planning Advisors 2018 - Southern England Dec18500 Drawing on its vast wealth of experience, Wessex Investment Management Limited is an independent financial planning firm supporting a wide range of clients fromacross the UK. As part of our overview of a selection of the winners fromour 2018 UK Excellence Awards we profile the firm to find out more and explore the secrets behind its success. Wessex Investment Management was established to provide financial planning and advice to individual and corporate clients. Since its creation it has flourished and today the firm helps to organise and plan clients’ financial affairs so that they can achieve their financial aims and objectives. The company advises clients, primarily across the Wessex region and beyond throughout the UK from its offices in Shaftesbury (Dorset) and Newbury (Berkshire) to ensure they achieve or maintain financial independence. Whilst Wessex Investment Management can advise across the full financial planning spectrum the main focus of its work is based around the key areas of retirement planning, investment management and estate and inheritance tax planning. Clients can rest assured that when they work with this innovative and dynamic firm, which is authorised and regulated by the Financial Conduct Authority, they will receive only the highest possible standard of support and service. Wessex Investment Management is totally independent and not tied or linked to any financial institution, and is incredibly proud to be able to offer its clients cutting-edge support that is free from any outside influence or bias. This allows Wessex Investment Management to offer truly independent and impartial financial planning advice; an essential when thinking about your financial well-being. As a result of this independent and client-focused approach, the firm is able to maximise its clients’ potential by adopting a flexible, adaptive and individual approach to investment. The Wessex Investment Management team collaborate with their clients from the beginning, taking into account their attitude to risk, capacity for loss, investment philosophy and financial objectives to develop an individually tailored solution to help them achieve their goals. Managing Director, Kevin Bailey, confirms “it is important to have a close personal relationship with clients, with mutual trust and respect so that we fully understand our clients’ needs and objectives. Financial planning is the strategic part of the process we take clients through as part of our Wealth Management Programme. Financial advice is the tactical element of that process and focuses on the solution. As such the entire team at Wessex Investment Management work closely with its clients and get to know them on a personal level.” This dedicated bespoke service sets Wessex Investment Management apart from its larger, national advice counterparts who generally adopt a “one size fits all” approach to investing, marking it out as one of the best possible options for clients seeking impartial and supportive financial planning and advice. Wessex Investment Management is also proud to be an early adopter and incorporating the United Nations Sustainable Development Goals as part of its general business practice wherever possible to ensure a better and more sustainable future for all. The company is a key believer in ethical investing, sustainable responsible investing (SRI) and Impact Investing helping clients to make a difference to the world we live in as well as the lives of its clients. Looking to the future, Wessex Investment Management will continue to work collaboratively with its clients to ensure ongoing success both for the firm and, most importantly, its valued clientele.