Ben James

I provide holistic financial advice to individuals, families and businesses. With a friendly approach and emphasis on building long-term client relationships, my advice is tailored to meet your personal and/or business objectives. 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 include: *Pension & Retirement Planning - Helping you to plan and live your ideal retirement, perhaps retire early or enjoy a phased or flexible retirement. *Investment Management - Helping you to build and manage an efficient investment portfolio to achieve your financial goals. *Estate Planning - Helping you to reduce your Inheritance Tax liabilities, simplify things for your loved ones and protect your legacy for generations to come. *Personal & Business Protection - Ensuring that, should the unthinkable happen, you and your family will be financially secure and can focus on what's important. 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. Please feel free to contact me for an initial chat with no obligation. 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. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. Auto-Enrolment products are not regulated by the Financial Conduct Authority. This Partner/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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 20/03/2024