Wokendon Wealth Ltd was established by Henry Bennett with the belief that we can help our clients, and their families, to fully understand their goals & aspirations and to help make them a reality.
Helping make your goals and aspirations a reality is achieved through Strategic Financial Planning and Wealth Management. Simply put we take a holistic approach of understanding you and your circumstances, exploring how your current and future finances can meet your goals, before putting in place the right Financial Plan, including protection planning and investment planning. We then keep your plan under regular review.
So, whether you are a young family who needs help putting the right family protection in place and to start building for the future; a business owner needing advice through the lifespan of your business; a divorcee needing support to start again, someone dreaming of a well-earned retirement, or you want to pass your wealth on to the next generation. We can help you.
We enjoy working with our clients and put you at the centre of everything we do.
It all starts with a conversation, we look forward to speaking with you!