Ben James Wealth Management - Bournemouth

Ben James Wealth Management, located at Address: 50A Herberton Rd, Southbourne, Bournemouth BH6 5HY, United Kingdom, is a financial planning firm that offers a range of services tailored to meet the unique needs of its clients. With a Phone: 7736775387 and a user-friendly website at Website: partnership.sjp.co.uk, the company prides itself on providing accessible and convenient services for all clients.

One of the key features of Ben James Wealth Management is its focus on Specialties: Financial planner. The team of experienced financial advisors works closely with clients to understand their financial goals and develop customized plans to help them achieve those objectives. Whether clients are looking to save for retirement, invest in real estate, or manage their existing assets, Ben James Wealth Management has the expertise and resources to help.

The company is also committed to providing a welcoming and inclusive environment for all clients. The office is Wheelchair accessible entrance, Wheelchair accessible restroom, Restroom, making it easy for clients of all abilities to access the services they need. Additionally, the company offers Online appointments, Onsite services, providing flexibility and convenience for clients with busy schedules.

Ben James Wealth Management has received high praise from its clients, with 31 reviews on Google My Business and an impressive Average opinion: 5/5. Many clients have praised the company for its knowledgeable and friendly staff, as well as its personalized approach to financial planning.

Overall, Ben James Wealth Management is an excellent choice for anyone looking for a trusted and experienced financial planning partner. With its convenient location, accessible office, and commitment to providing high-quality services, the company stands out as a top choice for financial planning in the Bournemouth area. Those interested in learning more are encouraged to visit the company's website or schedule an appointment today.

Reviews of Ben James Wealth Management

Danielle Pickard

5/5

Ben is Excellent. He is the perfect mix of putting you at ease, feeling like you are talking to a friend, but also extremely professional and knowledgable. I was impressed on how quickly he followed up on my queries. He also highlighted ideas and suggestions I hadn't thought of, in a no pressure casual chat.
I recommend Ben 100% and looking forward to working together for many years to come 🙂

Helga Hopkins

5/5

Ben has provided me with retirement and investment advice. He delivers calm and succinct advice, being extremely helpful and happy to meet at my home. Ben comes highly recommend by this client.

Kurt Meyer

5/5

I’d been looking into investments and pensions for a while but didn’t feel I understood enough to make an informed decision. When I first met Ben his knowledge and patience immediately made me confident to use him for my company investments and pensions. I’ve now used Ben for a while and he’s always on hand when I don’t understand something. I would thoroughly recommend him to anyone looking for his services.

Dan Ellis

5/5

I came to Ben last year looking for advice on how to plan for my financial future, I had different pension schemes and money put away but wasn't aware of how best to use what I had. Ben provided first class advice on how best to consolidate and invest this. When proceeding he has taken care of all paperwork and has always been on hand if I've had any queries. Would highly recommend.

Ben Peter Catchpole

5/5

Working with Ben has been fantastic. Cool, calm and collected. He is a very good listener, and I would recommend him to anyone seeking financial advice and services across the board.

Lauren Fairbrother

5/5

I have been very happy with the experience I’ve had meeting with Ben, he is very knowledgeable and made it very easy and clear for me to understand. Ben has made my life so much easier by helping me with my pension and I look forward to working with Ben more to benefit my future! Highly recommended!!

Jackie Deakin

5/5

Ben gave me good advice, gave me plenty of reassurance and went out of his way to meet up with me at a venue near to my home. I was not rushed into making quick decisions about my pension and I had plenty of time to think about things, which he had explained and encouraged me to read up about further. The transfer went ahead smoothly when I decided it was the right way forward for me, with Ben keeping me informed at all times. I am now happy to see my investment growing under his care and attention and feel I am, at last, on the right track. Something I feel needed attention long before now! I am glad to refer Ben to my friends and family that need help with their finances.

Natasha

5/5

Ben has been my advisor for over 2 years now and I have been very happy with his professionalism and his communication to help me better understand situations. He has been patient and and approachable and I trust ihis judgement and opinion moving forward.