Ben is the Founder and Director of BGL Wealth Limited and is responsible for delivering wealth management advice to both individuals and businesses.
With over 16 years industry experience, in 2012 Ben was invited to establish a Partner Practice as part of the prestigious St. James's Place Wealth Management.
With many years’ experience in providing financial advice to clients, Ben understands that finding a trusted financial adviser that is right for you and your family or business is not an easy decision. It is therefore very important to him to take time to understand exactly what your needs and requirements are not just for you now, but for your future.
Ben’s key driver when advising clients has always been to be clear and transparent with a strong focus on establishing exactly what his clients want and need, coupled with financial advice that they understand.
Ben specialises in personal financial planning to private clients and business owners. He focuses on promoting and developing lifelong relationships with clients, helping them to secure the financial futures of themselves and their families, through the breadth of wealth management and financial services he offers.
Sarah has joined BGL Wealth Ltd as Practice Manager to run the office on a day to day basis. Her main role is to provide and deliver quality service for all clients of BGL Wealth.
Sarah has worked within the Financial Services industry since 1995, initially working for large institutions before finding her niche in boutique organisations. Sarah has built up a wealth of knowledge and solid grounding in a wide variety of financial areas. It is this experience and understanding that she aims to bring to BGL Wealth and to build on in the future.
Sarah is also studying towards the Certificate in Paraplanning.