Marc Bennett
DipPFS
For over 30 years, I have been providing wealth management advice to individuals, professional and retired, looking to create wealth. I have gained an in-depth knowledge to their specific needs and have built up a wealth of experience pertaining to these types of clients and their particular requirements.
About
I have enjoyed a successful career within the financial services sector since 1985, beginning my financial career with the home service company Co-operative insurance Society having roles as an agent and management. In 2000 I chose to join Zurich Advise Network/Openwork where I worked within a practice as a sales consultant and held management positions.
Many of my clients have had a financial relationship with me for over 25 years, and as a result of good service and sound advice given, they have no hesitation in recommending my services to members of their family, friends and colleagues.
I was invited to join the prestigious St. James's Place in July 2007, thereby giving my clients access to the distinctive St. James's Place approach to investment management.
My experience is also complemented professionally by having completed the Diploma in Financial Planning. These together with regular compliance re-assessments ensure that my clients receive sound advice at all times.
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.
Testimonials
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.
