Business Details
22 Years
experience
Independent Financial Advisers in Donhead St Mary
At Wessex Financial Planning, we prioritise understanding our clients' unique financial circumstances and aspirations. With over two decades of experience in the industry, we deliver independent and impartial advice tailored to individual needs. Our approach focuses on building long-term relationships, ensuring clients receive clear explanations of their financial plans without jargon. We specialise in retirement planning, inheritance tax mitigation, and investment management, adapting strategies as clients' lives evolve. Regulated by the Financial Conduct Authority, we maintain rigorous professional standards while providing a personal service that prioritises client confidence and financial security. 
Services
Savings Planning
Inheritance Tax Advice
Retirement Strategies
Investment Management
Long Term Care Planning
Details
- Year established: 2004
Highlights and features
- We provide FCA-regulated independent financial advice with over 20 years of industry experience
- Our personalised approach focuses on long-term client relationships and evolving financial needs
- We explain complex financial concepts in plain language without technical jargon
- Specialists in retirement planning, inheritance tax mitigation and investment management
- Committed to ongoing client education and transparent communication
Associations and certifications
- Financial Conduct Authority
What people say
Available and anxious to help
Careful and sound advice
Patient explanations
Kept up to date
Safe in the knowledge
Services
Savings Planning
We develop tailored savings strategies that balance growth potential with risk management. Our approach considers clients' financial goals, time horizons, and risk tolerance to create diversified portfolios. Regular reviews ensure strategies adapt to changing market conditions and personal circumstances.
Inheritance Tax Advice
Our specialists provide comprehensive inheritance tax planning to preserve wealth for future generations. We utilise legal tax-efficient strategies while maintaining liquidity for current needs. The service includes regular reviews of estate planning documents and tax legislation changes.
Retirement Strategies
We create retirement plans that ensure financial security while maintaining lifestyle flexibility. Our approach integrates pension consolidation, income projections, and tax-efficient withdrawal strategies. We help clients determine optimal retirement ages and income sources.
Investment Management
Our investment strategies focus on achieving clients' financial objectives through diversified portfolios. We employ evidence-based investment principles while maintaining regular performance reviews. The service includes risk profiling and asset allocation adjustments as markets evolve.
Long Term Care Planning
We develop strategies to address potential long-term care costs while preserving capital. Our approach considers insurance solutions, asset protection strategies, and government support options. Regular reviews ensure plans remain aligned with changing healthcare costs and regulations.
People
Ilan Eardley
Independent Financial Planner
With over 20 years' experience, Ilan specialises in retirement and investment planning. He established Wessex Financial Planning in 2004 after working with major firms. His client-focused approach prioritises clear communication and long-term relationships.
Questions
What financial planning services do you specialise in?
We specialise in retirement planning, inheritance tax mitigation, investment management, and long-term care strategies for clients aged 50+.
How do you ensure advice remains suitable over time?
We conduct regular reviews of financial plans and investments to accommodate changing personal circumstances and market conditions.
Are you regulated by any financial authority?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA number 430299).
How do you explain complex financial concepts?
We use plain language, written summaries, and diagrams to ensure clients fully understand their financial arrangements.
What areas do you cover?
We primarily work with clients in Wiltshire and Dorset, providing home visits for convenient consultations.
How are your fees structured?
Our fees are transparently explained upfront, with detailed written documentation outlining costs before any service commencement.
Reviews (6)
Nick Burden
Jan 25, 2022
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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
Robert Beale
Jan 25, 2022
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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 using
Wessex financial services.
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 using
Wessex financial services.
Ginny Clover
Jan 25, 2022
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I sought Ilan's advice, having just sold my flat in London. I was unsure what to do next, whether to open a portfolio or to buy another property. He explained clearly, in layman's language, a few options, pointing out advantages and pitfalls for both. He printed out some scenarios and plans for me. I did not feel pressurised. Since then, I have felt more relaxed, not having to worry. I now feel that I can make plans for travel and hobbies, as well as my future after retirement. I would definitely recommend him to friends, family and others.
Carolyn Harvey
Jan 22, 2022
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When a family member passed away over a decade ago, we inherited Ilans services along with her estate, as he had been advising her, and we couldnt 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 wouldnt hesitate to recommend him to anyone looking for financial and investment advice.
Dave Crowest
Mar 01, 2021
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I have been with Wessex Financial Planning Ltd for 10 years. Throughout that time we have been very happy with the service provided. Mr Eardley provides very good friendly professional and informative advice. He responds quickly to queries. He advises if changes to investments are appropriate, always explaining his rationale. Taking conscious account of our attitude to risk. I fully recommend this company.
Richard Ware
Feb 28, 2021
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When I left seagoing employment back in 1988 my portfolio was in a bit of a mess, to put it mildly. I contacted Ilan and he came to my rescue and sorted me and my finances out, so to speak. Over the years, since being with Wessex Financial Planning, I have accumulated a healthy portfolio thanks to Ilan's wisdom and guidance. If your portfolio needs adjusting, he will advise you on what what would be the best course of action, and why. Everything is explained in plain English, with graphs to show what's happening to your investments.. As CJ (from the Reginald Perrin series) might have said.. "I
