February 2024 by Karen Miller
Wessex Financial was recommended to us years ago, and we have used them for all our family financial support, and still do. They advise with terminology and paperwork that can be fully understood. Home visits which are essential where the elderly are concerned. Always return phone calls and very prompt replies to emails should you have a query about anything. I would and have, recommended their services to other people.K. Miller
December 2022 by Jane Moxham
Just recently, I have engaged the assistance of Wessex Financial Planning Ltd. to manage my financial affairs and thus far, I have been impressed by Ilan Eardley's professionalism.? Ilan endeavors to respond to emails and messages left on this phone as soon as possible and certainly by the end of the morning or day, I would have had an email or phone call from him? Ilan clearly explains each course of action and patiently answers repetitive questions with simple explanations? Most importantly to me, Ilan is gentle, courteous and considerate to changes in directions and plansJane Moxham
June 2022 by Vicky Gulland
Wessex financial planning is a great service. Ilan has particularly helped us with our pensions, he also provided us with some very helpful graphs, which modelled future predictions and numbers, so we could see where gaps and shortfalls might arise in the future. Ilan provides helpful advice is clear and concise language. This service has been very beneficial and it has helped us to think about the future and take steps now to plan for what we will need in retirement age. We would very much recommend Wessex financial planning.
June 2022 by Elizabeth Roberts
We would definately recommend Wessex Financial Planning Ltd. Ilan has been very helpful in helping my husband and I plan our finances and plans for retirement, taking into consideration our personal circumstances and needs and factors that we had not considered ourselves. Ilan has then invested our pensions and manages the funds, and we have access to the portal so that we can see how things are going.
June 2022 by Ben Clarke
Wessex Financial Planning provided a fantastic service. I was new to investing and needed advice on a few different aspects. Ilan talked through the processes and explained everything in an easy-to-understand manner. Extremely helpful and polite.
March 2022 by Patricia Powell
Ilan has been our financial adviser for around twenty years.He has been a tremendous help in securing a refund on a policy for which we had previously received poor advice.He has advised us on our investments over the years, visits once a year and telephones between home visits.We would not hesitate to recommend him to anyone seeking advice.
March 2022 by Michael Andrews
Ilan is a safe pair of hands that I rely upon for my retirement but more importantly will be there to assist my wife with her financial plans when I leave this world , now that?s peace of mind.
March 2022 by Chris Romain
We needed financial advice over 10 years ago before my wife and I retired and Wessex Financial Services were recommended to us. Mr Eardley produced a plan for retirement, tailored to each of our requirements and resources. The advice he has given has consistently exceeded our expectations. Returns have been significantly above those available from commercial banks, thus maintaining the value of our investments, even after withdrawals. He is very approachable and keeps in regular contact. We would recommend him without hesitation.
March 2022 by Louise Wombwell
A friend recommended Ilan to us about five years ago as we were looking for advice on planning for retirement. We have been delighted with Ilan's services. Not only is he very knowledgeable, but he can explain complex issues clearly which enables us to make informed choices. Importantly, he provides a very personal service, taking on board individual circumstances and priorities. We have also found him to be very accessible, answering our calls and emails promptly.
March 2022 by Anna McDowell
The decisions that had to be made when appointing a financial advice was daunting as I needed someone I could trust and understand my circumstances. Wessex Financial Planning not only spends time looking into what will suit my particular situation but also puts me at ease when explaining why they recommend a particular way forward.
February 2022 by Charlie O'Toole
Having accumulated a wide, varied and time consuming portfolio over a number of years through my own efforts I decided to hand it over to one of the big financial asset management companies to give me more time to enjoy my looming retirement.What a mistake. I constantly had to contact them for information and to take action.I soon realised I was only one of many hundreds of clients and my portfolio was just a part of a bigger portfolio shared by all, not tailored to my individual needs and circumstances at all.I gave it 2 years then decided enough was enough and sought out an independent financial advisor.After a long and in-depth search I came across Wessex Financial Planning and I could not be more pleased that I decided to transfer my portfolio to them.It comes as no surprise to me that Ilan is so highly rated. He completely transformed my holdings streamlined and balanced the portfolio as agreed and required.Ilan has a vast knowledge of the world markets and is able to explain in laymen?s terms why it would be prudent to make changes when needed.I have been with Wessex Financial Planning for 16 years now and we could not be more pleased with the service we receive and above all I would say I have peace of mind knowing our portfolio is in good hands.I would most definitely recommend Wessex Financial planning to you
February 2022 by Carolyn Harvey
When a family member passed away over a decade ago, we inherited Ilan?s services along with her estate, as he had been advising her, and we couldn?t have managed without him. He helped us to sort out her investments, and gave us excellent advice, and we have continued to use his financial planning services ever since. He is extremely good at explaining everything clearly, is extremely knowledgeable, impartial, patient and efficient.I wouldn?t hesitate to recommend him to anyone looking for financial and investment advice.
February 2022 by Robert Beale
I started using Ilan from Wessex financial services about 20 years ago,I had quite a number of pensions and life policies that i'd been talked into taking out over the years ! it had got a bit out of hand, he was able to look at them all and weed out the low performers.Ilan was able to help me set up a number of investments that preformed well, and when sold helped buy a holiday home overseas.He is also a good sounding board and advises us on our property investments.If you need Financial planning advise I would highly recommend usingWessex financial services.
February 2022 by Nick Burden
I originally contacted Ilan some 10 years ago as I had accumulated numerous policies throughout my professional working life and I also needed advice regarding retirement and investments. Ilan from the start took time to investigate my circumstances and take note of my wishes. I felt an immediate financial benefit as the policies i no longer needed were cashed and my outstanding loans paid off. My investments were sorted and pension needs put in place. All have proved to be financially sound and i am now in a much better position financially because of Ilan. I am totally satisfied with Wessex Financial Planning and highly recommend their services
February 2022 by Peter Hunt
My wife and I are getting close to retirement, so we sought Ilan's services to conduct a comprehensive review of our pension plans. Ilan came back with a really clear plan, explaining in simple terms all the options available. He provided exactly the information we required and we wouldn't hesitate to recommend him to others who are seeking financial or investment advice.
