Carole Benn  DipFA CeFA

CAROLE BENN WEALTH MANAGEMENT LTD

07733 286 323

0161 928 8852

Carole Benn

Carole Benn Wealth Management Ltd was established in 2014, when its Director Carole Benn accepted an invitation to join St. James’s Place Wealth Management. Prior to this, Carole was working in the Financial Services Industry in excess of 25 years. With an office in Hale in Cheshire, Carole is able to provide advice to clients across the North West of England.

Carole is committed to ensuring that her industry knowledge remains relevant and current by placing strong emphasis on her personal development. This, along with the pride and dedication that she places on developing solid personal relationships with her clients, ensures that she is able to offer a rounded, professional and principled service.

Your home may be repossessed if you do not keep up repayments on your mortgage.

FCA regulated

Over 25 years experience

No-obligation, one-hour initial consultation

Restricted advisor

Covers whole of Cheshire area

 

 

Areas of expertise:

Investment Planning & Savings

Retirement Planning

Retirement Income

Inheritance Planning

Mortgages

LOCATION

 

Suite 3

Beech House

1 Cambridge Road

Hale

Cheshire

WA15 9SY

 

 

SERVICES

Carole Benn Wealth Management Ltd provides a broad range of financial planning services including:

Investment Planning & Savings

Retirement Planning

Retirement Income

Inheritance Planning

Mortgages

retirement planning

QUALIFICATIONS

Carole has worked in financial services for over 25 years and is qualified to offer advice in a number of areas.

Diploma for Financial Advisors (Dip FA)

Certificate for Financial Advisors (CeFA)

 

 

qualifications

REVIEWS

Read client reviews and ratings for this advisor.

Create your own review for this advisor.

  
 

READ & CREATE REVIEWS

 

 

reviews

 

 

Carole Benn Wealth Management 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) 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.
Your responsibility Please note that whilst Financial Advisor Finder undertakes to ensure that the information provided on this website is correct, it is your responsibility to confirm its accuracy with the financial advisor. Any decisions you may take after contact with a financial advisor must be made by you on the basis of your own investigations.