I provide wealth management advice to individuals and businesses in and around the Bournemouth, Dorset and Hampshire area. With a friendly approach and emphasis on building long-term client relationships, my advice is tailored to meet your personal and/or business objectives.
Ben James Wealth Management is a financial planning specialist serving individuals, families and businesses.
My core values focus upon offering an expert service of distinct quality, integrity and excellence which in turn gives financial peace of mind to clients.
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.
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 will help you and your business to:
•Grow wealth, specifically through St. James's Place’s distinctive approach to investment management
•Preserve assets for long-term financial security
•Adequately protect assets from potential threats
•Effectively manage capital and borrowings.
At the heart of my service is a belief in effective communication to ensure that clients are kept informed of issues that may affect their financial well-being. As such, my clients have access to a a range of newsletters, including a Weekly Market Bulletin (WeekWatch) and quarterly magazine, The Investor.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested
We offer an excellent wealth management service which will help you achieve your goals
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
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 23/01/2024
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.