A Partner Practice of St. James's Place Wealth Management

Ben Hiles Wealth Management

Ben Hiles

LLB (Hons)
As a young Practice, my aim is to develop and nurture long-lasting relationships built on mutual trust that will span over many years. As a result, you will benefit from continuity of service as your financial position evolves. You will also have a personal, direct point of contact so that you can easily gain access to the answers you need.

About

I have devoted my professional life, now exceeding 19 years to helping others make the most of their money and realise their financial goals. From 2001 up until the end of 2016, I have obtained a breadth of experience in one of the industry’s most respected financial services firm.

I have helped clients in a number of different areas including retirement and pension planning, estate planning and inheritance tax mitigation, family and business protection planning and wealth creation through tax efficient investing. My clients come from all walks of life and include professionals, business owners, senior employees and retirees from these groups.

When I was invited to join St. James's Place Wealth Management I saw this as an ideal opportunity to set up my own practice and align my financial planning skills with a high quality wealth management service.

Prior to accepting the invitation to join St. James's Place Wealth Management, I carried out several months of research and due diligence and was impressed by the breadth of products and services they provide. Furthermore I was very encouraged by the discussions I held with existing St. James's Place Partners and their clients’ experiences. I was attracted by the ability to combine the benefits of high quality research and technical resources offered by a large organisation with the individual, personalised service offered by a small practice. This enables clients to receive quality advice, build long-term relationships with their adviser and have peace of mind that any investments recommended have been highly researched and vetted by a specialist committee.

The combination of these two approaches affords St. James's Place Partners the ability to provide their clients with the best advice, exceptional service and access to leading fund managers that would not otherwise be available to them.

As an experienced financial planning specialist I run a Practice which reflects my ethics and enables me to add true value to my clients. By working with me, you will benefit from a personal service grounded on the highest professional standards. Each recommendation is bespoke, allowing you to enjoy the peace of mind that all of the advice I give you is relevant to your personal requirements. I actively promote the development of lifelong relationships with clients, helping them to secure the financial futures of themselves and their families through the breadth of wealth management and financial planning services that I offer.

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 levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
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Ben Hiles

Cadbury View, 77 Claverham Road, Yatton, Bristol, BS49 4LD

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

We'll help you find the right investments so you can achieve your financial goals

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgage broking and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
Planning for the tax year-end
Whether it’s planning your investments or your legacy, now is the time to act before the tax year-end deadline on 5 April.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.

Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £93 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
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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.

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.

Ben Hiles
Ben Hiles Wealth Management