Expertise
- Financial Adviser
- Wealth Management
- Protection
- Protection Insurance
- Business Protection
- Business & Personal Tax
- Corporate & personal taxation
- Financial Advice
- Retirement & Pension Planning
- Retirement Options
- Retirement Planning
- Investment Planning
- Financial Planning
- Protecting your family
- Protecting your business
Summary
I am passionate about advising people on their financial situation by looking at the big picture and guiding them on the path to:
• protecting what they have and building for the future
• making the right financial decisions
• achieving their financial goals for before and after retirement
I believe anyone, including businesses, can benefit from a review even if for peace of mind they are on the right path and in a strong position. Please contact me if you would like to about any areas mentioned above and we can arrange a time to meet. To find out more please visit my website www.sjpp.co.uk/bengrundy
My biggest passion outside of work life is playing and watching Rugby. I get inspired by books and being outside.
Through my background as a Chartered Management Accountant in Industry, I have developed a skill of helping people to understand areas they are not an expert in.
Experience
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St. James's Place Wealth Management
Associate Partner
- Current
