Alexanders Wealth Management was established in 2017 by Ben Stark and he now leads a team of Advisers and support staff dedicated to serving their clients.
The Company was established with a clear goal to support individuals, businesses, families, and entrepreneurs with their financial decisions and, importantly, guiding them towards achieving their financial goals.
Ben and his team are known for helping clients navigate through the complex world of financial planning and helping to mitigate financial worries and concerns. The team like to keep things simple and communicate with clients regularly so that they are kept up to date and feel confident in the advice they have taken.
When the Company was formed, Ben chose the ‘endless knot’ as the logo to conceptualise the ongoing and often complex relationship between a business, the owner, the family and future generations and the importance of protecting, growing and passing on wealth effectively.
The story behind the name of the company ‘Alexanders Wealth Management’ is that ‘Alexander’ was Ben’s grandfather’s name, his father in law’s name, his middle name and his son’s middle name. This together with the endless knot are reminders that family is the most precious thing and helping families invest in their futures is centred around everything they do.
Ben said, “We are a family business so we understand first-hand, the implications, the worries and challenges that may arise for a business, for the family involved and for future generations. We like to help uncover financial opportunities and we use our experience and knowledge, beginning with the end in mind, to help you plan towards the future you dream of for your family’’.
In a world where change is the only constant in life, we are here to help you make sense of it. As life continues to evolve, we are proud that clients choose Alexanders Wealth Management to be by their side, evolving with them, to provide clear solutions for the life they want to lead. Of course, as Professional Financial Planners, we believe in investing for the future, and, when it comes to the relationship we have with our clients, we believe that is our team’s biggest investment. We sit down with our clients often and listen, aiming to understand where they are in life and where they want to be, what is important to them financially and otherwise and spend time with their wider family. Life is not just a journey but a story – understanding your story helps us solve problems and recommend the correct next steps for you, to let you get on with the things that matter most.
The relationship that we have with our clients is based on our company values – Family, Humility and Hard Work.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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