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Carole Benn

DipFA CeFA
I see my approach as one of problem-solving for the client. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.

About

Carole Benn Wealth Management Ltd was established in 2014, when its Director Carole Benn accepted an invitation to join St. James's Place. 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.

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Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Mortgages and specialist banking
Finding the right mortgage for you can be a minefield. So we offer practical, clear advice on mortgages, loans, and financing, plus access to specialist banking services.
More

More about St. James's Place

We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

SJP Approved 11/01/2023

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.

Carole Benn Wealth Management Ltd is registered in England and Wales, Number 9143037. Registered Office: Crossfield, 85/87 High Street West, Glossop, Derbyshire, SK13 8AZ.