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Ben Grundy

I provide financial advice helping individuals, families and small businesses to make the right financial decisions, achieve their financial goals and to protect and build for their future. I believe in a bespoke and holistic approach to build long term relationships to be the client's Financial expert.

About

At Ninety Two Wealth Management, in the heart of Henley-on-Thames, we believe that great financial planning is about more than just numbers — it's about people, priorities, and peace of mind. Imagine a future where your finances work harder for you — a secure retirement, or a meaningful legacy for the next generation. It all starts with personal, face-to-face advice tailored to your life and ambitions. 

Whether you're saving for your children’s education, planning support for a loved one, or looking to build consistent, medium to long-term returns, we’re here to help you take control of your financial future. 

We help make your wealth the asset it was always meant to be. 

You can talk to us about: Investment Planning, Retirement Planning, Inheritance Tax Planning, Mortgage and Protection

Let’s build your financial future — together.

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.

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Advice and services

We offer an excellent wealth management service which will help you achieve your goals

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

SJP Approved 01/05/2024

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.

Ninety Two Wealth Management is a trading name of Apperley Wealth Management Limited. Apperley Wealth Management Limited is registered in England and Wales, Number 14750919. Registered Office: 1st Floor Office, 48 Bell Street, Henley-On-Thames, Oxon, RG9 2BG.