Ben Moram
APFS
Ben is a Chartered Financial Planner with more than 25 years’ experience in financial services, helping clients make informed decisions about their wealth, investments and long-term financial goals.
His approach is focused on understanding each client’s circumstances and objectives, then providing clear, practical financial planning advice designed to help them make confident decisions about their future.
Specialisms:
About
Chartered financial planning expertise
Ben joined HJP in 2004 after beginning his career in financial services in 2000. He trained as a Financial Adviser at HJP, qualified in 2010 and went on to complete the Advanced Diploma in Financial Planning. More recently he has achieved Chartered Financial Planner status.
His experience and continued professional development enable him to provide clients with a high standard of financial planning advice, supported by strong technical knowledge and a commitment to professional standards.
Ben is a member of the:
- Chartered Insurance Institute (CII)
- Personal Finance Society (PFS)
Helping clients plan with confidence
Ben believes good financial planning starts with understanding what matters most to the client. Whether reviewing existing finances, planning for future goals or making important investment decisions, his aim is to give clients greater clarity, confidence and control over their financial future.
Life outside financial planning
Outside work, Ben enjoys music, film and travel. At weekends, he is often cooking for family and friends, combining his love of good food with spending time with the people closest to him.
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.
Accreditation
