About Us

Wessex Investment Management is a company of Independent Financial Advisers established to provide financial advice to clients (both individual and corporate). We help organise and plan their financial affairs so that they can achieve their financial aims and objectives.

The Company advises clients, primarily across the Wessex region (although we have clients based all over the UK), from offices in Beaminster and Ferndown in Dorset and Newbury in Berkshire.

The key to our success is the close relationship we establish with clients – many of whom have enjoyed personal associations with our advisers over a number of years. All advisers and administrative staff are qualified and experienced people working together to ensure client objectives are satisfied.

In addition we have forged strategic partnerships with other key professionals; in particular, accountancy practices to provide access to technical assistance on all taxation matters and solicitors with regard to wills and trusts.

For Wessex Investment Management to offer our clients truly independent advice, it is vitally important that we can make our own decisions and offer impartial advice, without outside interference or pressure. For this reason Wessex Investment Management is totally independent and not tied or linked to any financial institution.