Ben James Wealth Management is a financial planning specialist serving individuals, families and businesses.
My core values focus upon offering an expert service of distinct quality, integrity and excellence which in turn gives financial peace of mind to clients.
I offer the benefit of a single relationship to help meet all of your financial needs, whether you are a working professional looking to grow, manage, protect or preserve your wealth or a business owner/director looking to ensure you have the right plans in place for your company.
With extensive experience within wealth management, I have the necessary background and knowledge that you need to be confident your finances are in safe hands. My expertise covers the broad spectrum of financial planning and will help you and your business to:
•Grow wealth, specifically through St. James's Place Wealth Management's distinctive approach to investment management
•Preserve assets for long-term financial security
•Adequately protect assets from potential threats
•Effectively manage capital and borrowings.
At the heart of my service is a belief in effective communication to ensure that clients are kept informed of issues that may affect their financial well-being. As such I regularly publish a range of newsletters exclusively for my clients, including a Weekly Market Bulletin (WeekWatch) and quarterly magazine, The Investor.
The value of an investment with St James's Place can go down as well as up. You may get back less than you invested.
Ben James Wealth Management 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).
SJP Approved 20/03/2024
Company Details
- Employees
- 1
- Address
- Bournemouth, Gb
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- HQ
- Bournemouth
Ben James Wealth Management Questions
Ben James Wealth Management's website is http://www.benjameswealthmanagement.co.uk
Ben James Wealth Management's LinkedIn profile is https://uk.linkedin.com/company/ben-james-wealth-management
Ben James Wealth Management has
1 employees.
View email and phone details for 1
employees at Ben James Wealth Management.
Ben James Wealth Management's industry is
Financial Services
Ben James Wealth Management's top competitors are
Fta Financial & Wealth Management Limited,
Pocock Sanders & Co,
Walker Wealth Management Ltd,
Heritage Investments.
Ben James Wealth Management's categories are Financial Services
