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

RPM Wealth Planning Ltd

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Ben Lopez

DipPFS
RPM Wealth Planning Limited established in 2015, when I accepted an invitation to join St. James's Place Wealth Management. Prior to this, I was operating as a financial adviser and mortgage broker for over 10 years.

About

At RPM Wealth Planning, our number one priority is to offer clients confidence that they are in the best possible financial position for their long-term future. There are no off-the-shelf solutions as our experience is that every single one of our clients has their own personal concerns, responsibilities and ambitions. The solutions that work for one, simply would not work for another.

We are based in Woking, Surrey and we are happy to visit clients based in the Home Counties. We want your experience of RPM Wealth Planning to be positive in every sense. Your relationship with us begins, and not ends, at the point in time that you decide to become a client.

Our strategic financial planning isn't just about keeping your finances protected. We make a point of understanding your ambitions and lifestyles, and building strategies that make them possible.

We have access to global investment funds which have been carefully researched and selected, and whose fund managers are closely and regularly monitored by The St. James's Place Investment Committee.

Providing the most skilled and up-to-date financial planning is paramount to RPM Wealth Planning and the service we provide to our clients. As such we continue to invest in on-going professional qualifications.

We specialise in providing high quality personal advice on many aspects of wealth management, advising clients of widely differing financial resources and of all ages. Additionally, we assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax reliefs and aspects of exit strategy planning.

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.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Please note that advice with regard to exit strategy planning may involve the referral to a service that is separate and distinct to those offered by St. James's Place.
Ben Lopez

Montague Court, 21-25 London Road, Newbury, Berkshire, RG14 1JL

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.
New tax year opportunities
Why wait? Make the most of the opportunities a new tax year brings.
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. Our network of experienced advisers pride themselves on building trusted, long-term relationships with their clients - only by doing so can they truly understand their 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 £81 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.

RPM Wealth Planning Ltd is registered in England and Wales, Number 09803026. Registered Office: Suite 17 The Granary, Hones Yard, 1 Waverley Lane, Farnham, GU9 8BB.
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Ben Lopez
RPM Wealth Planning Ltd