Ben provides highly bespoke financial strategies through long-term relationships with his clients. The value of ongoing guidance cannot be overstated, with the pace of legislative change highlighting its importance. Regular reviews therefore are essential when aiming for clients to achieve their objectives.
With over 10 years’ experience in banking and tax-efficient investments, Ben is passionate about the financial planning profession. He has a strong interest in building technical knowledge in order to deliver the highest standard of financial advice. His specialisms include:
Pensions and tax-efficient structuring
Intergenerational wealth management
While most of Ben’s clients are City professionals, he believes there is a shortage of access to financial advice. As such, he welcomes a conversation with anybody who would like to learn more about their options.
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.
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