Leigh Bennett
FPFS, Chartered Financial Planner, Fellow of the PFS
I’m passionate about building long-term relationships with all my clients, based on a thorough understanding of each client's individual circumstances and total transparency in everything that I do. This in turn builds trust which is vital to any relationship and forms the basis of how I build and maintain my business.
About
As part of a long and rewarding career in financial services, I spent a number of years in a private investment house as part of the wealth management team. This has provided me with the perfect grounding and experience to open my own Practice that provides face-to-face wealth management advice and solutions, covering the South East of England & London.
Given that most individuals spend large amounts of time accumulating their wealth, it’s highly important that I spend the time making sure a client's wealth works as hard as possible for them in return.
I came to the conclusion that I could offer clients an enhanced service by joining the award-winning St. James's Place Partnership. I was particularly attracted by the combination of in-house specialist Partners and wide-ranging product offerings. In addition to this is the distinctive St. James's Place approach to investment management, which I believe offers clients the potential to achieve superior investment performance over the medium to long term.
All of this is reflected in the bespoke financial solutions that I offer to my clients and the personal way in which it is provided.
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.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
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.
