Ben Moram
DipPFS
Ben began his career in financial services in 2000. He spent the first 4 years working for an IFA firm based in Chertsey, providing administration and research support to the Managing Director.
In 2004, he joined HJP and trained to become a Financial Adviser. He completed the relevant CII exams and gained Independent Financial Adviser status in 2010. He is a member of the Chartered Insurance Institute and the Personal Finance Society. Whilst no longer independent Ben has been continuing his professional development and is currently working towards the Advanced Diploma in Financial Planning.
His interests include music, film and travelling. However he can be found most weekends cooking an extraordinary feast for his family and friends.
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
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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