Financial Planning in Chertsey
Ben Williams Financial Planning provides expert, personalised financial advice designed to help individuals and families build secure, confident futures. Based in Thames Ditton, we are committed to delivering clear guidance, long-term support, and tailored strategies that empower you to make informed decisions about your financial wellbeing.
We believe that everyone should have access to high-quality financial advice, no matter their stage of life or financial position. By taking the time to understand your goals, priorities, and concerns, we create financial plans that are aligned with your ambitions and built to help stand the test of time.
Our services include existing pension reviews, investment planning, retirement planning, tax-efficient investment strategies, and inheritance tax planning. Whether you’re aiming to grow your wealth, secure your retirement, or ensure your assets are passed on efficiently, we provide clear, structured advice backed by expertise and industry insight.
As part of the St. James’s Place network, we offer the reassurance of a trusted, nationally recognised wealth management partnership while maintaining a highly personalised, relationship-focused approach. Our goal is to provide financial clarity, confidence, and peace of mind as we support you at every stage of your journey.
With Ben Williams Financial Planning, you don’t just receive financial advice-you gain a long-term partner dedicated to helping you protect, grow, and make the most of your wealth.
Ben Williams Financial Planning 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 https://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.
SJP Approved 16/02/2026
