Wessex Investment Management is a firm of Independent Financial Advisors providing financial advice to individual and corporate clients primarily across the Wessex region, including Bournemouth, Poole, Christchurch, Dorset, Hampshire and Berkshire.

Our experienced independent team will advise you on your financial affairs so that you get the most out of your financial plans and achieve your financial objectives.

We are specialists in all areas of financial planning and financial advice including:

• Retirement Options and Planning

• Investment Management

• Wealth Preservation

• Portfolio Management

• Inheritance Tax Planning

• Protection

• Mortgages

• Equity Release

• Long Term Care

Wessex Investment Management offers clients truly impartial, independent advice without outside interference or pressure. Wessex Investment Management is totally independent, not tied or linked to any financial institution.

In addition we have forged strategic partnerships with other key professionals, in particular, accountancy practices and solicitors, to provide access to all necessary technical assistance.