An Associate Partner Practice of St. James's Place Wealth Management

Carole Benn Wealth Management Ltd

Carole Benn

DipFA CeFA
I see my approach as one of problem-solving for the client. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.

About

Carole Benn Wealth Management Ltd was established in 2014, when its Director Carole Benn accepted an invitation to join St. James's Place Wealth Management. Prior to this, Carole was working in the Financial Services Industry in excess of 25 years. With an office in Hale in Cheshire, Carole is able to provide advice to clients across the North West of England.

Carole is committed to ensuring that her industry knowledge remains relevant and current by placing strong emphasis on her personal development. This, along with the pride and dedication that she places on developing solid personal relationships with her clients, ensures that she is able to offer a rounded, professional and principled service.

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Advice & Services

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

Testimonials

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I would like to thank you for the recent help and advice in providing me with an Income Protection Policy. You were extremely professional and knowledgeable and found the ideal cover for my needs. You thought carefully about my personal situation and the Policy you recommended offers many extra ince...
Alison Leah |Office Admin Support/PA, Macclesfield

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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.

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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.

Carole Benn Wealth Management Ltd is registered in England and Wales, Number 9143037. Registered Office: Crossfield, 85/87 High Street West, Glossop, Derbyshire, SK13 8AZ.