Wessex Financial Planning Ltd
Financial Services - Shaftesbury, England, United Kingdom
Wessex Financial Planning Ltd Employees
Wessex Financial Planning Ltd Details
By design, Wessex Financial Planning act only for a relatively small number of clients seeking to build long term relationships with each one.Wessex Financial Planning are independent and impartial financial specialists not general practitioners and provide services to a select group of people. Wessex Financial Planning was established by Ilan in 2004. Prior to this, Ilan worked for a large, well respected Life Assurance Provider, and was also Director for a firm of Independent Financial Advisers.Ilan has gained the Advanced Financial Planning Certificate and is one of the select people to have attained the status of Certified Financial Planner and Chartered Financial Planner. Ilan specialises in Wealth Management, particularly investment and inheritance tax issues.
