Ben James

Ben James Email and Phone Number

Financial Adviser | Helping Individuals & Businesses Make Smarter Financial Decisions | Wealth Management | Investment & Retirement Planning @ Ben James Wealth Management
Ben James's Location
Bournemouth, England, United Kingdom, United Kingdom
About Ben James

I work with Individuals, Businesses & Professionals to create and implement a clear financial strategy, to help them achieve their long-term goals & ambitions.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 distinctive approach to investment management•Preserve assets for long-term financial security•Adequately protect assets from potential threats•Effectively manage capital and borrowings.The value of your investment can go down as well as up. You could 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).

Ben James's Current Company Details
Ben James Wealth Management

Ben James Wealth Management

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Financial Adviser | Helping Individuals & Businesses Make Smarter Financial Decisions | Wealth Management | Investment & Retirement Planning
Ben James Work Experience Details
  • Ben James Wealth Management
    Financial Adviser
    Ben James Wealth Management Jul 2020 - Present
    Bournemouth, England, United Kingdom
    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 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 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 your investment can go down as well as up. You could 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).
  • St Barts Finance Ltd
    Financial Adviser
    St Barts Finance Ltd Dec 2017 - May 2020
    Bournemouth, United Kingdom
  • Colin Hookey Investment Consultants Limited
    Independent Financial Advisor
    Colin Hookey Investment Consultants Limited Jul 2014 - Nov 2017
    Bournemouth, United Kingdom

Ben James Education Details

Frequently Asked Questions about Ben James

What company does Ben James work for?

Ben James works for Ben James Wealth Management

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

Ben James's current role is Financial Adviser | Helping Individuals & Businesses Make Smarter Financial Decisions | Wealth Management | Investment & Retirement Planning.

What schools did Ben James attend?

Ben James attended University Of Chichester.

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