Primary Industry
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IndustryFinancial Services
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Size11-50 employees
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Company TypePrivately Held
https://lianne-jqjktbgf.scoreapp.com [lianne-jqjktbgf.scoreapp.
Westerham Financial Services Limited is a Senior Partner Practice of St. James’s Place Wealth Management providing personal, confidential and bespoke financial advice. Our aim is to help you to achieve your life goals through the on-going, structured management of your finances.
Offering a tailored service, with the backing of the St. James’s Place distinctive approach for wealth management, has always given great peace of mind to our clients. The level of satisfaction may be judged by the fact that many of our new clients are referred to us by existing clients. We work closely with all our clients with a view to building long-term relationships and we regularly meet to discuss client’s financial needs and goals in a changing world. Please see the testimonials for more insight from our clients.
Ben Curry, Director of Westerham Financial Services Limited, has recently been awarded Chartered Financial Planner status from the Chartered Insurance Institute. This is the industry’s gold standard for Financial Planners, and is currently held by only a select number of individuals and firms in the UK. It is primarily afforded for commitment to developing and maintaining integrity, professionalism and knowledge, and signifies adherence to a challenging ethical code of practice. Ben has also built on this achievement to attain Fellow of the CII status.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of your investment can go down as well as up. You could get back less than you invested.
Trusts are not regulated by the Financial Conduct Authority.
Westerham Financial Services Ltd 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 title ‘Partner Practice’ is a marketing term used to describe St James’s Place representatives.
SJP Approved 24/11/2023
