We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
Although I am much older than Luke, we connect well together and he translates my needs, goals, and aspirations into tangible plans, from which I can make informed decisions. I’m very happy with this relationship and would recommend Luke to any other client.
I have known Paula for a number of years as a fellow professional in financial services. Since planning to take early retirement, Paula has been instrumental in facilitating this. She worked very hard at putting together a plan to enable me to do this. Although I have some pension knowledge, Paul...
Tracey has always been a pleasure to deal with and most helpful in gaining the information to suit my specific requirements. From the initial gathering of information through to signing the finished documents Tracey has always been on hand to help me through each stage of the process. I would tho...
Very professional, informative, and friendly. Extremely pleased with each meeting. Any financial questions are always answered in an easy-to-understand manner. There is always a relaxed atmosphere. The meetings are very organised, easy to understand and allow for plenty of questions or conversati...
I have 100% trust in Ben, he completely understands my needs and what I am looking for in planning for my retirement. I would not hesitate in recommending him.
He has always put my interests first; good, sound advice, clear and very personable man. Good communicator.
Paula has always offered a friendly and efficient taking time to discuss my needs and more importantly listening to my wishes and concerns. I would not hesitate in recommending Paula to my family and friends
Ben has been able to tailor his service on a very useful individual basis. He keeps in close contact, and I feel my finances are in safe hands. I would recommend Ben to family and friends without hesitation.
I was never taught much about how money works when I was in school, and I’ve always felt like it’s a tough subject to discuss, especially with how complicated it can be. Luke had so much useful information to give me and told me it in a way that was so easy to understand. I now have much clearer ...
David's advice has been invaluable and helped me take control of my finances. He takes what appears to be a very complicated subject and explains it in a simple and pragmatic way. I feel that my funds are in the best possible hands, and their performance speaks for itself. I cannot recommend David a...
I was fortunate enough to be recommended Paula when I was at my wit's end trying to work out how to fund my mother's ongoing and very expensive care. From the first meeting with Paula, I knew that she was the right person to help me. Not only was she extremely knowledgeable about the care fundi...
From the word go, David has offered an exceptional service. He takes the time to explain every step in simple terms so even the most inexperienced of investors can feel like a maven. As a result, I am confident that David is a trusted and highly capable pair of hands that will deliver the best re...
Ben has always provided excellent support and advice. I am very happy to recommend him to anyone for governance in their financial matters.
I would readily recommend David to anyone, as he has consistently prioritised my best interests by providing reliable and valuable guidance. The level of service and assistance I have received from him has been exceptional.
Ben's knowledge around the commercial and political arenas mean he is well informed. Information is key in making financial decisions with customer funds. Ben does this well & the results support this.
We are so delighted, and take this opportunity in congratulating Ben and his professional team at Westerham Services on the amazing results achieved during COVID and also Brexit. We both feel so lucky being looked after by a such pleasant and approachable team.
My husband Andrew and I have been with Ben for many years and consider him a friend. Sadly my husband has now passed away, so I come in to contact with Ben & his staff more closely now. I always find them efficient, courteous and friendly. I certainly appreciate their help now I am on my own.
I feel very confident in Westerham Financial Services ability to deliver the very best outcome for our investments. Ben and his team are exceptionally knowledgeable and what’s more they are transparent and approachable. I have no hesitation in recommending their services, it’s something I do on a re...
Westerham Financial Services have been very efficient in dealing with my finances. The regular meet ups with Ben are very informative and everything is explained in an informative way. I am very pleased with the service I have received.
I am confident that I made a very good choice to employ the services of Westerham Financial Services who are using my investment funds to very good effect and to my financial benefit.
Ben Curry is very approachable, easy to contact and has a real passion and a genuine interest in achievin...
I am very happy with Ben's input, just the right side of pro-active and I know that if there are any areas I need to discuss or investigate, Ben will provide the information and advice very quickly allowing me to take an informed decision.
I am always confident that Westerham Financial Services are using my finances to my benefit. Ben is very approachable and easy to contact if you have any questions.
We have always found David to be very helpful and professional. He is friendly, knowledgeable, and trustworthy and the service we received was exceptional. We would not hesitate in recommending him to anyone.
When considering transferring my pension to SJP, the advice Ben gave was immeasurable. I have had his help and support since, so much so that I have recommended him to colleagues and family who have been equally impressed. Ben holds regular reviews to discuss how my pension is performing and if n...
Tracey Stimpson has been brilliant during my mortgage renew and subsequent Life Assurance and Critical Illness set up. Like all of the team at Westerham Finance, she is prepared to go the extra mile to make sure I fully understand everything and put all the appropriate conditions in place. She is...
Paula is a true professional and during the many years my husband and I have known her she has always shown kindness, understanding and most importantly patience particularly when dealing with the complexities of financial matters and nothing is too much trouble. Paula's wide ranging knowledge of...
We have worked with Luke on our retirement plan for several years and have 100% trust that our finances and in capable hands. Luke has always been attentive and listened to our wishes. He has guided us along the right path, and we have full confidence that Luke’s knowledge and expertise has put u...
Although I am much older than Luke, we connect well together and he translates my needs, goals, and aspirations into tangible plans, from which I can make informed decisions. I’m very happy with this relationship and would recommend Luke to any other client.
I have known Paula for a number of years as a fellow professional in financial services. Since planning to take early retirement, Paula has been instrumental in facilitating this. She worked very hard at putting together a plan to enable me to do this. Although I have some pension knowledge, Paul...
Tracey has always been a pleasure to deal with and most helpful in gaining the information to suit my specific requirements. From the initial gathering of information through to signing the finished documents Tracey has always been on hand to help me through each stage of the process. I would tho...
Very professional, informative, and friendly. Extremely pleased with each meeting. Any financial questions are always answered in an easy-to-understand manner. There is always a relaxed atmosphere. The meetings are very organised, easy to understand and allow for plenty of questions or conversati...
I have 100% trust in Ben, he completely understands my needs and what I am looking for in planning for my retirement. I would not hesitate in recommending him.
He has always put my interests first; good, sound advice, clear and very personable man. Good communicator.
Paula has always offered a friendly and efficient taking time to discuss my needs and more importantly listening to my wishes and concerns. I would not hesitate in recommending Paula to my family and friends
Ben has been able to tailor his service on a very useful individual basis. He keeps in close contact, and I feel my finances are in safe hands. I would recommend Ben to family and friends without hesitation.
I was never taught much about how money works when I was in school, and I’ve always felt like it’s a tough subject to discuss, especially with how complicated it can be. Luke had so much useful information to give me and told me it in a way that was so easy to understand. I now have much clearer ...
David's advice has been invaluable and helped me take control of my finances. He takes what appears to be a very complicated subject and explains it in a simple and pragmatic way. I feel that my funds are in the best possible hands, and their performance speaks for itself. I cannot recommend David a...
I was fortunate enough to be recommended Paula when I was at my wit's end trying to work out how to fund my mother's ongoing and very expensive care. From the first meeting with Paula, I knew that she was the right person to help me. Not only was she extremely knowledgeable about the care fundi...
From the word go, David has offered an exceptional service. He takes the time to explain every step in simple terms so even the most inexperienced of investors can feel like a maven. As a result, I am confident that David is a trusted and highly capable pair of hands that will deliver the best re...
Ben has always provided excellent support and advice. I am very happy to recommend him to anyone for governance in their financial matters.
I would readily recommend David to anyone, as he has consistently prioritised my best interests by providing reliable and valuable guidance. The level of service and assistance I have received from him has been exceptional.
Ben's knowledge around the commercial and political arenas mean he is well informed. Information is key in making financial decisions with customer funds. Ben does this well & the results support this.
We are so delighted, and take this opportunity in congratulating Ben and his professional team at Westerham Services on the amazing results achieved during COVID and also Brexit. We both feel so lucky being looked after by a such pleasant and approachable team.
My husband Andrew and I have been with Ben for many years and consider him a friend. Sadly my husband has now passed away, so I come in to contact with Ben & his staff more closely now. I always find them efficient, courteous and friendly. I certainly appreciate their help now I am on my own.
I feel very confident in Westerham Financial Services ability to deliver the very best outcome for our investments. Ben and his team are exceptionally knowledgeable and what’s more they are transparent and approachable. I have no hesitation in recommending their services, it’s something I do on a re...
Westerham Financial Services have been very efficient in dealing with my finances. The regular meet ups with Ben are very informative and everything is explained in an informative way. I am very pleased with the service I have received.
I am confident that I made a very good choice to employ the services of Westerham Financial Services who are using my investment funds to very good effect and to my financial benefit.
Ben Curry is very approachable, easy to contact and has a real passion and a genuine interest in achievin...
I am very happy with Ben's input, just the right side of pro-active and I know that if there are any areas I need to discuss or investigate, Ben will provide the information and advice very quickly allowing me to take an informed decision.
I am always confident that Westerham Financial Services are using my finances to my benefit. Ben is very approachable and easy to contact if you have any questions.
We have always found David to be very helpful and professional. He is friendly, knowledgeable, and trustworthy and the service we received was exceptional. We would not hesitate in recommending him to anyone.
When considering transferring my pension to SJP, the advice Ben gave was immeasurable. I have had his help and support since, so much so that I have recommended him to colleagues and family who have been equally impressed. Ben holds regular reviews to discuss how my pension is performing and if n...
Tracey Stimpson has been brilliant during my mortgage renew and subsequent Life Assurance and Critical Illness set up. Like all of the team at Westerham Finance, she is prepared to go the extra mile to make sure I fully understand everything and put all the appropriate conditions in place. She is...
Paula is a true professional and during the many years my husband and I have known her she has always shown kindness, understanding and most importantly patience particularly when dealing with the complexities of financial matters and nothing is too much trouble. Paula's wide ranging knowledge of...
We have worked with Luke on our retirement plan for several years and have 100% trust that our finances and in capable hands. Luke has always been attentive and listened to our wishes. He has guided us along the right path, and we have full confidence that Luke’s knowledge and expertise has put u...
Although I am much older than Luke, we connect well together and he translates my needs, goals, and aspirations into tangible plans, from which I can make informed decisions. I’m very happy with this relationship and would recommend Luke to any other client.
SJP Approved 23/06/2023
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.