Response rating
9.0/10
FCA verified
25th September 2017

Barry W P Bennett Of Raymond James Investment Services

Independent Financial Adviser Woburn House, The Rock Complex, Yelverton, Devon, PL20 6BS
First meeting at adviser's own cost
We provide bespoke, private client Wealth Management and ongoing holistic financial advice on a personal and face to face basis.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Stockbroking services
    • Wealth management
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
Barry W P Bennett Chartered MCSI FPFS IMC
Chartered Wealth Manager, Stockbroker, Chartered Financial Planner and Practice Manager
Accreditations
Chartered Financial Planner Later Life Accredited Adviser
Simon Bennett
Wealth Manager, Stockbroker and Financial Planner
Where to find us
About us

Barry W P Bennett is a Chartered Wealth Manager, Stockbroker and Chartered Financial Planner. We provide high quality bespoke, fee based advice for both individuals and small businesses. Based on Dartmoor, we work on the principle that our clients come first. First meetings are without obligation and at our expense.

Our services

Barry W P Bennett is a Chartered Wealth Manager, Stockbroker and Chartered Financial Planner. We provide high quality, bespoke and fee based advice for both individuals and small businesses. Based on Dartmoor with clients throughout the South West, we offer an Advisory Portfolio Service which incorporates holistic financial planning on a one to one, face to face, basis.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Compliance

Please see our website at www.barrywpbennett.com
http://uk.linkedin.com/in/barrywpbennett

Raymond James Investment Services Ltd (Raymond James). Raymond James is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority. Raymond James is registered in England and Wales, No. 3779657. REGISTERED OFFICE: BROADWALK HOUSE 5 APPOLD STREET LONDON EC2A 2AG
Certain investments carry a higher degree of risk than others and are, therefore, unsuitable for some investors. The value of investments, and the income from them, can go down as well as up, and you may not recover the amount of your initial investment. Where an investment involves exposure to a foreign currency, changes in rates of exchange may cause the value of the investment, and the income from it, to go up or down. Tax treatment depends on an investor’s individual circumstances, and it may be subject to change.

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