Ben Moram
APFS
Ben is a Chartered Financial Planner and has worked in financial services since 2000. He recently achieved Chartered status after completing the Advanced Diploma in Financial Planning, demonstrating his commitment to the highest professional standards and ongoing professional development.
Ben began his career with an IFA firm in Chertsey, where he spent four years providing administration and research support to the Managing Director. In 2004, he joined HJP and trained as a Financial Adviser and is no longer independent. After successfully completing the relevant Chartered Insurance Institute (CII) qualifications, he qualified as a Financial Adviser in 2010.
He is a member of both the Chartered Insurance Institute and the Personal Finance Society and continues to build on his knowledge and expertise to provide high-quality financial planning advice.
Outside of work, Ben enjoys music, film and travel. Most weekends, however, he can be found creating impressive feasts for family and friends, combining his passion for good food with great company.
About
60 second interview
“Clients know they can contact me anytime and I will be there.”
What services do you offer?
Investment planning, retirement planning and protection in both the private and corporate market.
What is a typical day like?
I usually spend 50 -70% seeing clients, conducting annual reviews, discussing new business opportunities, or meeting brand new clients who have usually come from referrals. Referrals make up around 90% of my new clients each year.
How do you think you add value for your clients?
I offer a very personable service proposition and I am often reminded how our clients like proper face to face meetings each year. Clients know they can contact me anytime and I will be there.
How long have you been doing this job?
I have been working in the financial services industry for over 10 years and advising for over 10 of those years.
What’s the best thing about your job?
Looking after and helping the same clients for many years and meeting new clients along the way.
What does your ideal day off look like?
I’m a big foodie, so visiting different restaurants around London is a big tick in the box!
Testimonials
Addresses
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.
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