Carole Benn Wealth Management Ltd

Positive: Professionalism, Quality, Responsiveness, Value
Apr 7th, 2022

Carol Benn was recommended to me by a family member after seeking advise on what savings and pensions were available to me. Being a tradesman we don't often come across people who can advise us properly within our industry so I was worried that i had missed the boat to start a pension. After talking to explain my circumstances, she was able to provide me with what was available to me at that given time and took the time to advise me the ins and outs of the different options on the table. From that meeting I was able to devise a plan of action going forward and was reassured. The service and customer care I received from Carol Benn was brilliant, I cannot recommend her enough. Many thanks Carol
Jan 21st, 2022

I wish to express my complete satisfaction with the competent, professional manner in which Carole Benn Wealth Management has recently assisted with my childrens financial affairs. Due to ever diminishing interest rates on their junior cash ISAs I decided to look at alternative options. Carole advised on the different products available through St. Jamess Place and which would be most suitable, after considering my attitude to risk, the age of my children and the long term financial goals I have for them. After explaining the benefits stocks and shares ISAs provide over cash ISAs, Carole set up new accounts for each of my children and transferred funds across. I can now easily view and manage both of these online myself, with Carole being on hand to advise if necessary. I feel confident and reassured that Carole has acted with my childrens best interests at heart and have no reservations recommending her services to friends, family and colleagues alike.
Dec 20th, 2021

Positive: Professionalism, Responsiveness
Sep 27th, 2021

Working with Carole is an absolute pleasure. She simplifies financial advice and always has my interests at heart, as well as those of my family. She is personable, relatable and takes time to understand my short, medium and long term financial goals. She makes my financial reviews something to look forward to and never over complicates things. First class and highly recommended. Also fits meetings in around my busy lifestyle, is super flexible and a joy to deal with. Thank you, Carole
Jun 23rd, 2021