Benjamin Clay Email & Phone Number

Clay Wealth Management are a Partner Practice of St. James’s Place Wealth Management. We share a common vision with regards wealth management services and how these should be provided to corporates, business owners and individuals.As a corporate client, I will work with you to design and develop your retirement planning and employee benefits provision. These benefits are key to attracting and retaining good quality employees. As a business owner, I will support you to assess the value of your business and integrate this within your own personal financial plan, using cashflow modelling tools to engage with you and help you visualise what your future will look like. This will give you the full overview you require so we can successfully plan for your future requirements, including your tax strategies and succession planning.As an individual client, my objective is to add value to your life, supporting you to build and develop your financial plan to achieve your lifetime goals and protect you and your loved ones. Whichever type of client you are, you will receive a high quality, personal service that is tailored to your requirements. Working with Clay Wealth Management you will have access to specialist advisers covering all aspects of financial advice across the St. James’s Place Partnership and trusted alliances, therefore you will deal with an appropriate specialist dependent upon your specific requirements. Key to the provision of my services is building a long-term relationship based on trust and service, supported by St. James’s Place’s innovation, investment proposition and financial strength. Our clients have access to some of the leading Investment Managers in the world in addition to technical specialists in complex areas such as Tax, Later Life Planning, Estate Planning & Trusts.Our office is based in Coventry, www.claywealth.co.uk The value of your investment can go down as well as up. You could get back less than you invested. Trusts are not regulated by the Financial Conduct Authority.The 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) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.SJP Approved 08/03/2023

Listed skills include Financial Advisory, Banking, Pensions, Fixed Annuities, and 26 others.