Ben Grundy
I provide financial advice helping individuals, families and small businesses to make the right financial decisions, achieve their financial goals and to protect and build for their future. I believe in a bespoke and holistic approach to build long term relationships to be the client's Financial expert.
About
Established in July 2019 after completion of the St. James's Place Academy following a career as a Chartered Accountant.
The financial world is complicated. My goal is to take away that financial burden and pressure allowing my network to focus on their passion. I aspire to build a community, both clients and network, that I can bring together to share experiences, make connections and to educate. Personal Development is a strong passion of mine. I believe that I need to continually develop so I can improve my service and demonstrate real value for clients. Through my background as a Chartered Management Accountant in Industry, I have developed a skill of helping people to understand an area they are not an expert in. A combination of people skills and understanding what lies behind finances puts me in the best place to help clients.
I really enjoy my rugby, playing for Reading Rugby Club, as well as supporting Gloucester. Life is all about experiences and I try to experience something new as often as I can.
Promotions
Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
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.
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 25/05/2022
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.
