Expertise
- Wealth Management
- Retirement Planning
- Investment Planning
- Inheritance Tax Planning
- Protection
- Cash flow modelling
- Pensions
- ISAs
- intergenerational planning
- Income Protection
- Retirement & Pension Planning
- Cash Flow Planning
- Unit trusts
- Estate tax planning
- Investment Bonds
- Life & Medical Insurance
- Financial Advice
- Wealth Preservation and Growth
- Retirement Options
- income tax
- Financial Adviser
Summary
As a Chartered Financial Planner and Fellow of the CII, I have satisfied rigorous criteria relating to professional qualifications and ethical good practice.
This means you can be confident that you are dealing with one of the UK’s leading advisers who is wholly committed to providing you with the best possible advice, service and support.
With over 20 years experience of working within financial services and advising clients, I have developed a true passion for helping people to help achieve their aspirations and goals through effective financial planning.
I like to consider myself as a financial personal trainer to my clients. I support those who want and know they can achieve more financially; they just need some help getting there.
For some people, simply saying 'save more and protect yourself' will be perfectly adequate. But for my clients, I don’t want them to be just okay. I aspire for them to create a life they love and lifestyle they enjoy no matter what. I have a true passion for working with clients to provide the encouragement, support and tools to make that happen.
I provide a highly professional service to all my clients, creating a bespoke financial plan tailored to their personal goals to achieve whatever is important to them.
I provide this holistic financial planning service to many, specialising in busy executives, city professionals, business owners and their workforce.
I am happy to offer any advice on financial planning, so please feel free to message me.
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 and are generally dependant on individual circumstances.
Ben Chapman Wealth Management 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.
Experience
-
Ben Chapman Wealth Management
Chartered Financial Planner
- Current
Qualifications
Fellow of Personal Financial Society
Chartered Financial Planner
