Who we work with

We tend to work with clients in the age group 50-70+.
The types of people we help the most are those who...

Want to get more financially organised.
Have recently been widowed and need help and support to make sure that they are financially stable.
Want to know exactly when they can finish work on their terms with an income they need.
Want to sort out their pension.
Are inheriting some money but don’t know what to do.
Want to plan for the future, but live for today.

Wessex Financial Planning can help you understand you current position and help deliver on your financial planning needs.