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Ben Lopez Email & Phone Number
Wealth Manager - St James's Place Wealth Management
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St. James's Place Wealth Management
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✓ Verified May 2026
2 data sources
Profile completeness 86%
Current company
Role
Wealth Manager - St James's Place Wealth Management
Location
Greater Guildford Area, United Kingdom, United Kingdom
Company size
Who is Ben Lopez? Overview
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Quick answer
Ben Lopez is listed as Wealth Manager - St James's Place Wealth Management at St. James's Place Wealth Management, a company with 32 employees, based in Greater Guildford Area, United Kingdom, United Kingdom. AeroLeads shows a matched LinkedIn profile for Ben Lopez.
Ben Lopez previously worked as Premier Relationship Manager / Financial Advisor at Hsbc Retail Banking And Wealth Management and Financial Advisor at Halifax.
Company email context
Email format at St. James's Place Wealth Management
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St. James's Place Wealth Management
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Profile bio
About Ben Lopez
The Partner/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).The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representativesSJP Approved 03/01/2023
Listed skills include Banking, Relationship Management, Finance, Pensions, and 27 others.
Current workplace
Ben Lopez's current company
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St. James'S Place Wealth Management
Employees
32
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5 roles
Ben Lopez work experience
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Wealth Manager - St James'S Place Wealth Management
CurrentWorking within a Partner Practice of St. James's Place Wealth Management, I provide my clients with comprehensive solutions in relation to all their financial affairs, specifically designed around their individual circumstances. These include:Investment PlanningPortfolio ManagementInheritance Tax and Estate Planning SolutionsComprehensive Pension and.
Nov 2015 - Present
Premier Relationship Manager / Financial Advisor
Working within a Premier branch, I actively manage circa 700 relationships for HNW clients that have holdings of £50,000 to £500,000. As the main point of contact for my clients, I provide assistance for both everyday banking needs and more complex financial advice.
Feb 2013 - Nov 2015
Financial Advisor
Working within the Halifax branches, I previously worked for one of the largest Bancassurance sales forces in the UK. Having been promoted to working within one of the largest branches within the South of England, my role involved building relationships both within the branches and within my local area & region with colleagues and management to achieve and.
Sep 2008 - Feb 2013
Director / Financial Advisor
Index Group
The Index Group consisted of 3 companies (Mortgage Index, Money Index & Insurance Index) that offer financial services and advice to both consumers and businesses. Both Mortgage and Insurance index are regulated within the financial industry. Having established and run the business for over 3 years my role involved – - Building and establishing contacts.
Feb 2005 - Sep 2008
FAQ
Frequently asked questions about Ben Lopez
Quick answers generated from the profile data available on this page.
What company does Ben Lopez work for?
Ben Lopez works for St. James's Place Wealth Management.
What is Ben Lopez's role at St. James's Place Wealth Management?
Ben Lopez is listed as Wealth Manager - St James's Place Wealth Management at St. James's Place Wealth Management.
Where is Ben Lopez based?
Ben Lopez is based in Greater Guildford Area, United Kingdom, United Kingdom while working with St. James's Place Wealth Management.
What companies has Ben Lopez worked for?
Ben Lopez has worked for St. James'S Place Wealth Management, Hsbc Retail Banking And Wealth Management, Halifax, and Index Group.
How can I contact Ben Lopez?
You can use AeroLeads to view verified contact signals for Ben Lopez at St. James's Place Wealth Management, including work email, phone, and LinkedIn data when available.
What skills is Ben Lopez known for?
Ben Lopez is listed with skills including Banking, Relationship Management, Finance, Pensions, Investment Advisory, Portfolio Management, Financial Planning, and Financial Advisory.
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