Ben Tobin
DipIP
I have been a financial adviser since 2004, managing clients’ financial requirements. I specialise in meeting the financial needs of my clients, while offering a high level of personal service.
I previously worked for HSBC Bank, Barclay's International Wealth Management (based in Jersey), Bank of Scotland Investment Service and 4 years as an independent financial adviser, where I accrued a wealth of experience. I have considerable knowledge and experience of investment planning, tax and retirement planning, and working with personal and business clients.
About
My principal aim is to provide completely trustworthy and honest advice in a practical and straightforward manner. I firmly believe in building and maintaining long-standing relationships with clients and their families, working with them through the many stages of their lives.
As an Associate Partner Practice of St. James's Place, I have access to their distinct and highly successful approach to investment management. This — combined with my knowledge, experience and ethics — enables me to provide my clients with bespoke advice that they can really trust.
I am available to meet with my clients at their home, their place of business, my office, or in St. James's Place offices in Cambridge or London.
I have two children, Melissa and George. I enjoy family holidays, listening to music, watching football, and spending time with my family and friends.
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.
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.
