Ben Waite

Ben Waite Email and Phone Number

Partner at Cooper Parry Wealth @ Cooper Parry Wealth
united kingdom
Ben Waite's Location
United Kingdom, United Kingdom
Ben Waite's Contact Details

Ben Waite personal email

n/a
About Ben Waite

Help successful people make smart decisions about money.

Ben Waite's Current Company Details
Cooper Parry Wealth

Cooper Parry Wealth

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Partner at Cooper Parry Wealth
united kingdom
Employees:
28
Ben Waite Work Experience Details
  • Cooper Parry Wealth
    Partner
    Cooper Parry Wealth Aug 2015 - Present
    London Area, United Kingdom
    Helping clients make the best decisions with their money. Working with successful entrepreneurs, private equity execs and business owners.
  • Creaseys Wealth
    Head Of Creaseys Wealth
    Creaseys Wealth Aug 2015 - Oct 2023
    Tunbridge Wells
    I specialise in working with business owners, senior executives and wealthy individuals. I help them make sensible financial decisions for their future plans and aspirations. I have a passion for advising clients on how they can preserve their wealth for future generations.
  • Lloyds Banking Group
    Private Client Advice Manager - Mayfair Lloyds Private Bank
    Lloyds Banking Group Jul 2014 - Jul 2015
    Responsible for advice to the wealthiest clients (UHNW) of Lloyds Banking Group in the Private Client Mayfair office.
  • Lloyds Private Banking
    Private Banking Manager
    Lloyds Private Banking Feb 2011 - Jul 2014
  • Lloyds Wealth Management
    Wealth Management Consultant
    Lloyds Wealth Management May 2010 - Feb 2011
    Providing bespoke investment, pension and inheritance tax advice to affluent and high net worth individuals. Attract new clients through outstanding levels of service and putting the client at the centre of everything I do, as their trusted advisor.
  • Bank Of Scotland
    Private Client Advisor
    Bank Of Scotland Aug 2009 - May 2010
    London, United Kingdom

Ben Waite Skills

Wealth Management Private Banking Investments Financial Services Banking Portfolio Management High Net Worth Individuals Relationship Management Wealth Management Services Wealth Pensions Asset Management Wealth Preservation Planning

Ben Waite Education Details

Frequently Asked Questions about Ben Waite

What company does Ben Waite work for?

Ben Waite works for Cooper Parry Wealth

What is Ben Waite's role at the current company?

Ben Waite's current role is Partner at Cooper Parry Wealth.

What is Ben Waite's email address?

Ben Waite's email address is be****@****lth.com

What schools did Ben Waite attend?

Ben Waite attended University Of Leeds, Ardingly College, Loughborough University.

What skills is Ben Waite known for?

Ben Waite has skills like Wealth Management, Private Banking, Investments, Financial Services, Banking, Portfolio Management, High Net Worth Individuals, Relationship Management, Wealth Management Services, Wealth, Pensions, Asset Management.

Who are Ben Waite's colleagues?

Ben Waite's colleagues are Paul Allen, Tracey Corbett, Peter Brewill, Codie Smith, Edward Lewis-Smith, Katie Manser, Tom Blanchard.

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