Ben Anderson

I achieved my professional financial planning qualifications in 2018 and in December 2021 was awarded Chartered Financial Planner status, which had been a career ambition of mine. The Chartered titles awarded by the CII are steeped in history, but they remain today’s “gold standard” of excellence and integrity. I take pride and am passionate about developing long-term relationships with my clients. I do this by providing trusted face-to-face financial advice, reviewing my clients’ affairs regularly and help them meet their financial goals. Focusing on a holistic approach to wealth management, I offer advice in areas such as retirement planning, investment management and inheritance tax planning. My primary goal is to build, protect and preserve for the future aiming for my clients and their families to able achieve their aspirations as quickly as possible. Outside of work, my main hobbies are sporting related. You'll often find me on the golf course, playing or watching a variety of sports and spending time with my family and friends. The value of an investment with St. James’s Place may rise as well as fall. You may get back less than you invested. Equities do not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. Williamson Wealth Management 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). 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. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. Auto-Enrolment products are not regulated by the Financial Conduct Authority. This Partner/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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx