Reviews of Ben James Wealth Management. (Financial Consultant) in Bournemouth (Dorset).

Ben James Wealth Management

18 Reviews

10 Comments

Financial Consultant

Financial planner

50A Herberton Rd, Southbourne, Bournemouth BH6 5HY, United Kingdom

Description

Information of Ben James Wealth Management, Financial Consultant in Bournemouth (Dorset)

On this page you’ll find the address, open hours, more popular times, the contact, photos and real reviews of this business.

This business has received very good reviews from their customers, so probably it’s a place you should try if you are looking for this kind of services.

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Open hours of Ben James Wealth Management

Reviews of Ben James Wealth Management

R. B.

I cannot thank Ben enough for sorting out my life insurance and my pension. I was stuck in a merry go round with my existing advisor but James quickly stepped in and helped me. I would have absolutely no hesitation in recommending Ben to friends and family. Thanks Ben.

A. J.

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.

j. m.

I am very satisfied with the service given by Ben James. He has explained the management of my finances in a very clear manner.

G. N.

Ben has been excellent at assisting my wife and I set up our future finances and pensions both personally and for our businesses. Highly recommended and very professional. Thank you

M. A.

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

S. s.

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.

a. w.

Ben is very professional and knowledgeable. He is very polite and has helped me to pull together my pensions.He has kept me uptodate every step of the way. I would highly recommend his services

T. S.

Ben has offered and provided fortuitous advice regarding both pensions and insurances. We would, in fact have, recommended his services to others.

A. J.

Ben helped me to put the cheapest insurance in place to cover my mortgage. He was very knowledgeable and made the process straightforward.

G. A.

I was advised by my accountant to invest with Ben James ( St. James”s Wealth Management ) It is without a doubt the best decision I have made. Absolute professionalism at its best. Ben Exemplifies the true meaning of Client care. Looking forward to a bright future. Mr G Adams

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