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

Silver Oak Financial Solutions

Ben Warren

DipFA, CeMAP
Based in Wells, Somerset, my main objective is to build and maintain relationships with my clients by addressing their financial needs now and in the future.

About

I have been involved in the financial services industry for the last 14 years, having spent the majority of the time with two High Street Banks, Barclays and most recently HSBC Bank.

Whilst working within the finance sector, I have been able to gain much experience by helping many individuals, families and businesses achieve their financial objectives & goals now and for the future.

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

Outside of my business, I am a keen sportsman, playing football for Wells City. I am also a member at the Wells Tennis Club and a keen golfer having just joined as a member at Wedmore Golf Club.

Charity is also important to me, I have recently completed the Virgin London Marathon for the Guide Dogs for the Blind Association and the Prudential 100 Ride London for the Alzheimer’s Society.

We provide financial advice to clients both in the South West of England & London.

We offer a wide range of financial services which include; Mortgages, Savings & Investment Planning, Retirement Planning, Estate Planning, Intergenerational Wealth Planning to name a few.

Our service is grounded in the highest professional standards. We recognise that each of our clients is unique and as such deserve a bespoke service, tailored to their own financial needs and future aspirations.

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

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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.