Expertise
- Inheritance Tax Planning
- Pensions on Divorce
- Wealth Management
- Financial Adviser
- Inheritance Tax IHT
- Health Insurance
- Mortgage Advice
- Financial protection
- Financial Advice
- Investment Planning
- Mortgage & Protection Advice
- Retirement & Pension Planning
- Trusts & Estate Planning
- intergenerational planning
- Pension Advice
- Investments, Retirements
- Life & Medical Insurance
- Wealth Preservation and Growth
- Specialist Insurance
- Managing Cash and Borrowings
Summary
My advice covers all areas of wealth management:
* Pension Reviews
* Individual and Business Protection
* Investment Planning
* Retirement Planning
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Trust are not regulated by the financial conduct authority.
Ben Williams Financial Planning is an Appointed Representative of and represent only St James 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 sjp.co.uk.
The title "Partner" is a marketing term used to describe St. James's Place representatives.
Your Partner, together with St. James’s Place Wealth Management plc, are the data controllers of any personal data you provide and any further information which you subsequently provide to us. For further information on our uses of your personal data, please see the Partner’s privacy policy which can be accessed on their website and St. James’s Place Wealth Management plc’s privacy policy which can be accessed at sjp.co.uk/privacy
SJP Approved 5/9/2024