Ben James Wealth Management

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.

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.

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.

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!!

Being a business owner Ben has helped me understand the benefits of taking a personal pension as well as the importance, his in depth product knowledge on this and other products such as life insurance made the decision easy and all with no hidden costs. Would recommend to anyone.

Ben recently helped us review our retirement plans. During our initial conversation regarding our expectations I gave him, what I felt was a potentially unrealistic goal. Ben went away, worked with the information we gave him and came up with a plan that achieved our goals, using the resources available to him. He gave us some choices and all the information we needed to make the right decision for us. We felt under no pressure at any time to sign anything indeed he left us with the forms to review and sign at our leisure. Any questions we had Ben answered in a clear and concise way that was easily understood. Ben was always really polite, professional and importantly honest so I would defiantly use been again and have no hesitation in recommending anyone to use his services.

Ben has been incredibly patient and helpful with me since taking over my financial management. I feel incredibly comfortable that he has my best interests in mind.

I have been dealing with Ben for about 3 years now and have always found him very professional and very helpful with his advice. His knowledge of the pension world is superb and hopefully this will lead to me being able to reconsider my options of an early retirement. Would not hesitate to recommend his devices to anyone interested. 10 out of 10 for me

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.

I was looking to invest the proceeds from the sale of my Auntie’s House and was looking to get advice on the best and safest investment for her. I approached Ben and explained my requirements. Ben took me through the process involved. I found he quickly understood my needs and explained the various options that were available. He answered all the queries I raised educating me along the way. I would throughly recommend Ben.