I decided to become a financial planner when working for a large bank, because I saw the value that good financial advice could add. I think that families working together can achieve better outcomes if they approach their financial planning and wealth management goals as a family, rather than as individuals. I hope to help many more families realise this and benefit by working together.
In June 2017 I was delighted to be awarded the Advanced Diploma in Financial Planning from the Chartered Insurance Institute, and become a Chartered Financial Planner. 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*.
When I'm not working, I love to read, go to the gym and spend time with my wife Jenny, son Oliver and daughter Anna.
*Please note that clicking a link will open the external website in a new window or tab. Links from this website exist for information only and we accept no responsibility or liability for the information contained on any such sites. The existence of a link to another website does not imply or express endorsement of its provider, product or services by us or St. James's Place.
My wife and I have dealt with both Jenny and Ben Stark for a number of years now and have always found them to be courteous, informative and exceptionally helpful. Their manner and imparting of information/advice when dealing with us has always been professional and informative and and we have alway...
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.