James's Place Wealth Management providing personal, confidential and bespoke financial advice. Our aim is to help you to achieve your life goals through the ongoing, structured management of your finances. Offering a tailored service, with the backing of the St. James's Place distinctive approach for investment, has always given great peace of mind to our clients. The level of satisfaction may be
judged by the fact that many of our new clients are referred to us by existing clients & this is something that we are very proud of. We work closely with all our clients with a view to building long-term relationships and we regularly meet to discuss client's financial needs and goals in a changing world. Please read our testimonials for more insight from our clients. Ben Curry, Director of Westerham Financial Services was awarded Chartered Financial Planner status from the Chartered Insurance Institute. This is the industry's gold standard for Financial Planners, and is currently held by only a select number of individuals and firms in the UK. It is primarily afforded for commitment to developing and maintaining integrity, professionalism and knowledge, and signifies adherence to a challenging ethical code of practice. Ben has also built on this achievement to attain Fellow of the CII status. About Ben Curry - Chartered Financial Planner
Ben Curry graduated through the Chartered Insurance Institute and has been awarded the title Chartered Financial Planner by the Chartered Insurance Institute (CII). Chartered Status is the profession's gold standard for financial planners. It confirms that every Chartered Financial Planner has completed a suite of professional qualifications equivalent to a bachelor's degree. It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics. You can view the Code at www.cii.co.uk/code
About St. James's Place Wealth Management
St. James's Place is one of the UK's leading wealth management organisations, managing client funds of £153 billion. The company was founded in 1991 by Mike Wilson CBE, Sir Mark Weinberg and Lord Rothschild and today through it's Partnership provides reliable and expert advice in all aspects of wealth management. As a client, you will receive a personalised face-to-face advisory service from our business, whilst having access to a distinctive investment management approach and the backing and re-assurance of investing with a FTSE 100 company. Your home may be repossessed if you do not keep up repayments on your mortgage. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and can therefore go down as well as up. You may get back less than you invested. Services
We offer a comprehensive range of solutions including:
Investments
Pensions & Pensions Annuities
Portfolio Management
Trust & Estate Planning
Specialist Insurance
Employee Benefits
Long-term Care
Health Insurance
Life Assurance
Mortgages
Client Testimonials
"I am always confident that Westerham Financial Services are using my finances to my benefit. Ben is very approachable and easy to contact if you have any questions." Paul Day
"Ben's knowledge around the commercial and political arenas mean he is well informed. Information is key in making financial decisions with customer funds. Ben does this well & the results support this." Graham Helps
"Westerham Financial Services have been very efficient in dealing with my finances. The regular meet ups with Ben are very informative and everything is explained in an informative way. I am very pleased with the service i have received." Mo Tucker
"I am very happy with Ben's input, just the right side of pro-active and I know that if there are any areas I need to discuss or investigate, Ben will provide the information and advice very quickly allowing me to take an informed decision." Peter Mather
"My husband, Andrew and I have been with Ben for many years and consider him a friend. Unfortunately my husband has died so I come in to contact with Ben and his staff more closely now. I always find them efficient, courteous and friendly. I certainly appreciate their help now I am on my own." Sandra Barclay
"I have 100% trust in Ben, he completely understands my needs and what i am looking for in planning for my retirement. I would not hesitate in recommending him."
