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A Trusted Partner for Your Financial Future
Wessex Financial Planning is a leading independent financial planning firm based in Donhead St Mary, Wiltshire. We partner with individuals to create and implement bespoke financial plans designed to achieve their unique goals and aspirations.
Who We Are
Led by experienced financial planner Ilan Eardley, we are a dedicated team of professionals committed to delivering personalized, jargon-free advice. We take the time to understand your individual circumstances, financial goals, and concerns to tailor a plan that meets your specific needs.
Our Approach
Our philosophy is to build lasting relationships with our clients based on trust, open communication, and transparency. We work collaboratively to:
- Listen carefully to your financial concerns and aspirations.
- Develop a personalized financial plan considering your unique circumstances.
- Communicate clearly in plain language, avoiding jargon.
- Regularly review and adjust your plan to ensure it remains relevant and effective.
What We Offer
We provide a comprehensive range of services to meet your diverse financial needs, including:
Savings & Investments
- Guiding you on building and growing your wealth through tailored investment strategies.
- Reviewing and optimizing your existing investments for enhanced performance.
- Providing expert guidance on ISAs, pension planning, and other tax-efficient saving options.
Inheritance Tax Protection
- Developing strategies to minimize inheritance tax liabilities through wills, trusts, and other legal instruments.
- Guiding you through the probate process and estate planning procedures.
Retirement Planning
- Assisting you in planning for a comfortable and secure retirement.
- Reviewing your state pension, private contributions, and investment options.
- Providing guidance on drawdown strategies and income generation in retirement.
Long-Term Care Planning
- Discussing comprehensive care options to ensure financial security during your later years.
- Planning for potential care needs and associated costs.
Our Values
- Integrity: We adhere to the highest ethical standards and act with utmost transparency.
- Independence: We are not beholden to any particular institution or product, allowing us to recommend the best solutions for our clients.
- Client-Centricity: We prioritize your needs and concerns, tailoring our approach to your unique circumstances.
Exceptional Service and Expertise
Wessex Financial Planning has received glowing reviews from its clients, praising the service and expertise of Ilan Eardley. Clients have commented on his thoroughness, clarity, and patience in explaining complex financial matters. Ilan's use of visual aids, such as graphs, and detailed forecasts has helped clients understand their financial situation and make informed decisions.
Personalized Service
Many clients have appreciated the personalized service they received from Ilan, including home visits, regular phone calls, and prompt email responses. This approach has helped them feel supported and informed throughout the financial planning process.
Financial Benefits
Clients have reported significant financial benefits from working with Wessex Financial Planning. Ilan's expertise has helped them to optimize their investments, minimize tax liabilities, and achieve their financial goals.
Recommendations
The majority of clients have recommended Wessex Financial Planning to others, citing Ilan's professionalism, knowledge, and exceptional customer service. One client even stated that they couldn't have managed without Ilan's help.
No Negative Comments
There were no negative comments or reviews about Wessex Financial Planning or Ilan Eardley.
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