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Rory Bennett

PCIAM IMC

Rory is a trusted Adviser with experience in designing solutions to help preserve, grow, and transfer wealth. He offers a wide range of financial services to help individuals, families and business owners achieve their goals.  

About

Having enjoyed a successful career within the Wealth Management sector for over 11 years Rory decided to establish Barafundle Wealth Management. After spending more and more time helping friends and family with financial advice, as they did not have the knowledge, time or awareness to enhance their finances, he decided to launch his business.

Rory’s focus is to help people achieve their financial and lifestyle goals - building sustainable wealth and guiding you to a future of financial security. Rory helps individuals, families and business owners with straightforward financial queries through to more complex financial affairs. Rory has extensive experience advising entrepreneurs and professional athletes. He builds longstanding relationships and offers a no obligation initial Financial health check - some would see it like going to the GP, but for your finances. His firm is supported by St. James's Place so your wealth is safe and secure.

Besides Wealth Management Rory enjoys cycling, surfing, rugby and travel.

Promotions

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Advice & Services

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

Corporate Services
SJP’s comprehensive range of Corporate Services helps entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
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Testimonials

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Rory provided exceptional advice. He helped me put a financial plan in place and I now feel financially secure. I would recommend this service to friends and family.

Private Client

More about St. James's Place

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.

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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 10/11/2023

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.