With the pace of life that we all experience today, I find that few people think they have the time to manage their financial affairs effectively. This comes as no surprise with the financial world being highly complex and rapidly changing.
At one time or another most of us will need to seek financial advice, whether this be for building and preserving wealth for yourself and your family, applying for a mortgage, running a business, or simply making sure that when you stop working there is enough income for you to enjoy financial freedom.
As a Partner of St. James's Place Wealth Management, my philosophy focuses on developing and maintaining long-term trusted relationships, while showing distinct quality and integrity, which in turn gives you peace of mind.
I offer all my clients a bespoke face-to-face service that is rarely seen in today’s financial marketplace, and I take the time getting to know your situation and your aims before offering advice. When you need advice, you need advice you can trust, which will assist you to manage your finances more effectively. You also need a person who doesn’t talk jargon and explains concepts clearly. I work exclusively from personal recommendations through existing clients and contacts who have significantly benefited from the advice of myself and my specialist partners.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
We do not provide 'off the shelf' solutions. We put our clients at the heart of everything we do.
We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.
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Ben has really helped me get my financial affairs in order by giving sound and trustworthy advice from the beginning. I now have a long term plan for the future which I know is achievable as we regularly check to see how it’s doing and how close I am to reaching financial independence. My investment...
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.