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Ben Michael Email & Phone Number

Wealth Manager at Quilter
Location: Telford, England, United Kingdom 6 work roles 1 school
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Current company
Role
Wealth Manager
Location
Telford, England, United Kingdom
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Who is Ben Michael? Overview

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Quick answer

Ben Michael is listed as Wealth Manager at Quilter, a with 1851 employees, based in Telford, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Ben Michael.

Ben Michael previously worked as Senior Wealth Adviser at Mardon Financial Advisers Ltd - Chartered Financial Planners and Senior Marketing Consultant at Mardon Financial Advisers Ltd - Chartered Financial Planners. Ben Michael holds Hnd, English Literature (British And Commonwealth) from Aberystwyth University.

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Email format at Quilter

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Quilter

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Profile bio

About Ben Michael

Contact: 07527563120 MobileEmail; ben.michael@quilterfa.com

Listed skills include Account Management, B2B, Sales, Management, and 24 others.

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Ben Michael's current company

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Quilter
Quilter
Wealth Manager
london, england, united kingdom
Website
Employees
1851
AeroLeads page
6 roles

Ben Michael work experience

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Wealth Manager

Current

Shropshire, England, United Kingdom

Holistic wealth advice for directors and senior executives.Typically individuals in this sector are chronically underserved in terms of financial guidance whilst also being the most in need of guidance.Please do free to contact me regarding setting up a no-cost and no-obligation financial health check.

Jun 2024 - Present

Senior Wealth Adviser

Shrewsbury, United Kingdom

As an adviser at Mardon Financial Advisers Ltd, Chartered Financial Planner Partner Practice of St. James's Place Wealth Management based in Shrewsbury, my emphasis is on building and maintaining a long-term financial planning relationship with my clients, providing them with a source of trusted advice as their financial needs evolve over the years.My advice covers all areas of Wealth Management, including Retirement Planning, Investment Planning and Inheritance Tax Planning, to both… Show more As an adviser at Mardon Financial Advisers Ltd, Chartered Financial Planner Partner Practice of St. James's Place Wealth Management based in Shrewsbury, my emphasis is on building and maintaining a long-term financial planning relationship with my clients, providing them with a source of trusted advice as their financial needs evolve over the years.My advice covers all areas of Wealth Management, including Retirement Planning, Investment Planning and Inheritance Tax Planning, to both personal and business clients.For more details please see www.mardons.co.ukMardon Financial Advisers Ltd 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 title `Partner Practice' is the marketing term used to describe St. James's Place representatives. Show less

Jan 2019 - Jun 2024

Senior Marketing Consultant

Shrewsbury, United Kingdom

I am responsible for reaching out to new potential clients for Mardon Financial Advisers who are a Partner Practice with St. James Place Wealth Management. I am a passionate believer in putting client's needs at the heart of everything I do, a philosophy echoed by Mardons.Mardons has been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII). This is the industry's gold standard for firms of financial planners. Our team of highly… Show more I am responsible for reaching out to new potential clients for Mardon Financial Advisers who are a Partner Practice with St. James Place Wealth Management. I am a passionate believer in putting client's needs at the heart of everything I do, a philosophy echoed by Mardons.Mardons has been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII). This is the industry's gold standard for firms of financial planners. Our team of highly experienced and qualified advisers specialise in different disciplines and are supported by qualified support staff using excellent systems and processes. Our focus is to make it simple for our clients to manage their wealth more effectively. We have significant depth and breadth of expertise across all wealth management disciplines. Our insights, gleaned from more than 25 years of trading, coupled with the resource, expertise and governance provided by St. James’s Place Wealth Management enable us to help successful entrepreneurs, families, trusts and foundations grow, preserve and manage their wealth. Wealth management gives the security and help to protect what you and your family have worked hard for. At Mardon we focus on saving significant time, and concern for high net worth and ultra-high net worth individuals through tax efficient planning strategies. We provide advice in many areas, but the key areas currently are:Tax efficient schemesIncome, capital gains and inheritance tax mitigationPre-& Post Retirement options planningEstate planningOnshore/ offshore investment planning.Protection.For an introductory meeting to our services with one of our wealth managers that is strictly no obligation please contact me at B.Michael@sjpp.co.ukThe levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. Show less

May 2018 - Dec 2018

Marketing Consultant

London, United Kingdom

I was responsible for reaching out to new prospective clients at MWM to organise appointments for them with two of the senior advisers there. I would explain to interested parties how the company approach to wealth management could prove effective in optimising their portfolios and strategies and ultimately how it would save them time and money whilst alleviating financial concerns.

Mar 2016 - May 2018

Sales Executive

Stafford Park Telford Shropshire

EntaTech are one of the UK’s leading privately owned IT distributors, with over 20 years industry experience we strive to supply an excellent, personal service to all customers no matter how large or small.We currently offer over 9000 products from 75 manufacturers and deal with trade only customers, we offer well-known brands such as Microsoft, AMD and Intel but continue to build an innovative product mix and are the exclusive UK distributor of choice for several brands.Our… Show more EntaTech are one of the UK’s leading privately owned IT distributors, with over 20 years industry experience we strive to supply an excellent, personal service to all customers no matter how large or small.We currently offer over 9000 products from 75 manufacturers and deal with trade only customers, we offer well-known brands such as Microsoft, AMD and Intel but continue to build an innovative product mix and are the exclusive UK distributor of choice for several brands.Our main product categories are Components, Networking, Peripherals, Retail, Security, Software and Systems with products and solutions to suit varying user needs from home user to enterprise, casual gamer to enthusiast and offer suitable solutions for your public sector customers.Entaonline.com is our 24 hour 7 days a week business to business online eCommerce facility. It is a vital part of our trading system and offers our customers an ever increasing array of tools and resources. Show less

Dec 2014 - Mar 2016

Customer Service Supervisor

Choiceshops Ltd

Stafford Park, Telford Shropshire Tf3 3Bn

Providing quotations, Logistic for customer orders, managing complaints and general customer service duties. Supervising a team and motivating personal to perform against set KPIs and achieve 95% or above feedback on through Feefo Ebay and Amazon.Effective team working in order to rectify errors in the company's website and pricing and using customer feedback to suggest effective new lines to be explored.

Mar 2013 - Dec 2014
Team & coworkers

Colleagues at Quilter

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1 education record

Ben Michael education

FAQ

Frequently asked questions about Ben Michael

Quick answers generated from the profile data available on this page.

What company does Ben Michael work for?

Ben Michael works for Quilter.

What is Ben Michael's role at Quilter?

Ben Michael is listed as Wealth Manager at Quilter.

Where is Ben Michael based?

Ben Michael is based in Telford, England, United Kingdom while working with Quilter.

What companies has Ben Michael worked for?

Ben Michael has worked for Quilter, Mardon Financial Advisers Ltd - Chartered Financial Planners, Morrinson Wealth Management Llp, Entatech Uk Ltd, and Choiceshops Ltd.

Who are Ben Michael's colleagues at Quilter?

Ben Michael's colleagues at Quilter include Andy Jones, Jeremy Duke, Mel Stone, Vicki Sharp, and Leanne Knight Cta.

How can I contact Ben Michael?

You can use AeroLeads to view verified contact signals for Ben Michael at Quilter, including work email, phone, and LinkedIn data when available.

What schools did Ben Michael attend?

Ben Michael holds Hnd, English Literature (British And Commonwealth) from Aberystwyth University.

What skills is Ben Michael known for?

Ben Michael is listed with skills including Account Management, B2B, Sales, Management, Customer Service, Solution Selling, Retail, and Enterprise Software.

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