Wessex Financial Planning

We have been clients of Ilan Eardley for at least 15 years. During this time, we have always found his advice to be careful and sound, based on thorough discussions with us and evaluations of the kind of people we are, about what we want and what we think our future needs may be. We meet at our home, which helps to make everything more relaxed.

He worked in agriculture for 10 years before starting his career in financial services in 1997. In 2004 Ilan set up his own practice. Ilan decided that he would like to work with a select number of clients in Wiltshire and Dorset. Ilan believes that with a smaller client base he can provide good quality consistent service.

To Wessex Financial Planning it is not about money. Our priority is to help you use your assets to maintain the lifestyle you desire. Financial Planning is about making sure you use your funds wisely, taking into account your attitude to risk so that you can do the things you enjoy throughout your life.

We can put in place plans to ensure that you and your family have enough money to live on if you are unable to work due to a serious illness or if you become disabled. If you die prematurely, we can put in place plans to ensure your family will have sufficient income to maintain a good standard of living.

A good retirement plan will take into account your desired retirement age, your attitude to investment risk and have the flexibility to change as your plans for retirement alter. Wessex Financial Planning analyses the retirement provision you have accumulated and sets realistic goals to achieve your desired income.