Ben Williams Financial Planning

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

Reviews

Ben Williams Financial Planning

5.0

Based on 155 reviews

review us on

Victoria Walker

10:11 13 Mar 26

Great service, very efficient and advice is given in a clear, concise manner. I would highly recommend ⭐️

Seema Barua

13:14 12 Mar 26

Ben has been so helpful to me and my family. The advice and service given was detailed, personalised and very supportive. Ben listened, was patient, allowed for questions, didnt rush me and gave me all the information I needed

Thank you so much I wouldnt hesitate to recommend ben

Coco Barrett

18:55 23 Feb 26

Had a very informative first consultation with Ben, he is a great communicator and helped me really understand my options. I feel confident moving forwards with the plan we worked out together, and would definitely recommend!

Matt Francis

19:01 10 Feb 26

Ben spent some time with us discussing our retirement planning. I was extremely happy with the way Ben talked us through the different options and showed us what was possible using some very impressive software. Ben explained everything in a way that made it easy to understand. I can't recommend Ben highly enough. Thanks so much.

Helen Francis

10:04 10 Feb 26

Ben has given us a fascinating insight into what our financial future could look like. He took the time to understand our goals and explained everything in a way that felt clear, practical, and easy to follow. His guidance has already helped us feel more confident and in control of our finances. We’re genuinely grateful for his support and would highly recommend him to anyone looking for thoughtful, accessible financial advice.

Katie Fishlock

11:56 30 Jan 26

Ben is genuinely kind and wonderfully considerate. He offered me thoughtful insight and guidance around my finances, and made something that’s often difficult and uncomfortable to talk about feel safe and approachable. Money can be such a sensitive subject, but Ben has a calm, reassuring way of making the whole process feel accessible and human.

Even when I shared that I was struggling with imposter syndrome at the start of our meeting, he never once made me feel out of place or unwelcome. I felt listened to, respected, and supported throughout. If you’re ever unsure about reaching out, please don’t hesitate — you’ll be met with warmth, understanding, and genuine care.

Metal Mama

12:45 06 Jan 26

Ben provided outstanding advice on both personal and family taxation matters. He was extremely helpful, took the time to listen carefully, and answered all of my questions clearly and thoroughly. He also followed up with detailed advice and relevant email links, which made everything easy to understand.

After previously being given incorrect information by others, it was incredibly reassuring to speak with someone so knowledgeable, calm, and professional. Ben’s guidance gave me real confidence and peace of mind. I cannot recommend him highly enough. Thank you, Ben!!

Celeste Mundy

19:04 17 Dec 25

I highly recommend Ben as a financial advisor. He has supported my family and me for many years and has consistently demonstrates a high level of professionalism, integrity, and expertise.

Ben is extremely knowledgeable and explains financial matters clearly and patiently, making complex information easy to understand. He takes the time to listen, communicates effectively, and ensures advice is aligned with both short- and long-term goals.

I have always found Ben to be trustworthy, honest, and reliable. His guidance has been incredibly valuable in helping me grow my investments with confidence, and I have always felt well supported throughout the process. I would not hesitate to recommend his services to others seeking sound and dependable financial advice

elaine abbott

23:29 04 Dec 25

As someone who has very little understanding of financial affairs , I found Ben to be exceptional at giving ideas on ways to maximise the earning potential of my assets and also possible ways to reduce my Inheritance Tax implications. Ben went to great lengths to make sure that I understood fully the information he was giving me. Ben is both knowledgeable and personable and I would definitely recommend contacting him if you are in need of Financial advice.

Ben Williams Financial Planning

Reviews

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