“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 investments are now as tax efficient as they can be and Ben always makes sure I make use of all my annual allowances. The service and support has always been exceptional. I would not hesitate to recommend him to anyone.”
Fabiola Sharratt, Operations Director
“Ben has provided us with sound and trustworthy advice over several years. He offers a high quality service, taking time to explain the reasons behind his recommendations and to ensure we are happy with the decisions we are making. He responds quickly to queries and requests. We have recommended him to friends and colleagues and will continue to do so.”
Jane Kartupelis, Marketing Executive
“Ben Chapman has guided us through our financial planning towards retirement, explaining everything in terms we have understood. Investing our money appeared to be a daunting task, however Ben has helped us along the way and shown us new solutions and opportunities. I have already recommended him to others and will continue to do so.”
Linda Millard, Retired
“I have used Ben’s services for the past five years both for our business needs as well as personal investments. He combines professionalism and expertise with an approachable and friendly attitude. I would have no hesitation in recommending him.”
Carlton Hopley, Company Secretary
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
The Partner 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 title 'Partner' are marketing terms used to describe St. James's Place representatives.