Ben Spence

My career in financial services began as a Chartered Accountant after graduating from University in 2015 with a First Class Honours in Accounting and Finance. The accounting roles I worked in post-university equipped me with great financial experience, but I always had a strong interest in personal finance. This led to me completing the St. James's Place Academy programme and then joining Gallimore Wealth Management in 2019. I am passionate about providing my clients with financial education and enabling them to make better financial decisions for themselves and their families. I pride myself on supporting my clients during every stage of their life journey whilst providing peace of mind that their finances are secure and on track to achieving their goals. I deliver easy to understand advice across most financial planning areas such as investment planning, retirement planning and protection planning. This includes both on an individual or business level. 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. 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 22/11/2024