Carole Benn DipFA CeFA
CAROLE BENN WEALTH MANAGEMENT LTD
07733 286 323
0161 928 8852
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.
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
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)
REVIEWS
Read client reviews and ratings for this advisor.
Create your own review for this advisor.