Leading Adviser Awards 2020

Acquisition International - Leading Adviser 2020 103 Acquisition Internatio al - Issu 1 2021 69 Sep20766 inance is not an easy area in which to operate. It’s notoriously complex, and those who get the most out of it know the topic intimately. For most, it quickly becomes a low priority. For those who want to ensure their finances remain front and centre, working alongside the team at Wessex Investment Management is the ideal choice. The team put their clients first, wanting to ensure that they are always within reach of their financial objectives and goals. For most people, these aims will change over time, and the team make sure to keep up to date with the latest requirements of their clients. With several years of expertise in the business, there are none finer when it comes to assessing and providing a solution to financial challenges. The firm’s expertise lies in Retirement Planning, Investment Management, Inheritance tax and estate planning. In short, their work is designed to guarantee protection for their clients and their client’s families. In a world that is growing evermore interconnected, it’s little surprise that support is needed to navigate the difficulties of the financial markets and the changing legislation that surrounds it. Wessex Investment Management is ready to assist, no matter what position a client is in. This means that whether they are assessing their finances for the first time, have recently inherited or won a lump sum, or want to know more about their retirement options, the team are able to provide the perfect advice to make the most of their investment possibilities. What sets the Wessex Investment Management team apart from the competition is their total independence from larger organisations. They are not tied to any existing financial institution or product provider. They don’t receive commission for every person signed up to a specific platform, which allows them to commit to the provision of the best service for the specific needs of their customers. Everyone has their own needs, concerns and demands, and ensuring that these are met is key to the team’s ultimate success. This specific solution is met by the bespoke and boutique service that the Wessex Investment Management team can offer their clients. Their carefully designed questions guides the advise that is given in order to generate the correct financial solution for their situation. The team do this by discerning a client’s short, medium and long-term financial planning goals and by learning what is important to them in life. This information is used to create a unique path to financial certainty, with easy-to-understand product and investment recommendations laid out for the individual to chose from. Some financial managers take the control out of their clients, but at Wessex Investment Management, the client is treated with the utmost respect and a totally transparent system. F What does it mean to be financially secure? Those who have money often don’t know how to secure it for the next generation. That’s where the team from Wessex Investment Management come in. Recognised as Acquisition International’s Leading Independent Pension and Retirement Investment Planning Firm of the Year in the United Kingdom in their Leading Adviser awards, we take a closer look to see how they’ve achieved so much in the last few years. Invest in Success Company: Wessex Investment Management Contact: Kevin Bailey Web Address: www.wessexim.co.uk Many people have been able to take advantage of the incredible service that Wessex Investment Management offer to their clients. It’s clean, easy and simple to use. At the heart of every stage is the customer, which is why it has been such a tremendous success. This specific solution is met by the bespoke and boutique service that the Wessex Investment Management team can offer their clients. Their carefully designed questions guides the advise that is given in order to generate the correct financial solution for their situation. Leading Independent Pension and Retirement Investment Planning Firm of the Year, United Kingdom