Ben Yassin
BSc DipPFS
Ben has been providing expert financial advice to families, individuals and businesses since 2014, having previously had a successful career in software engineering. With a genuine interest in his clients’ financial wellbeing and happiness, Ben is skilled at listening to and understanding their goals, formulating a plan to help achieve them and communicating this plan in a jargon-free and simple way. Ben enjoys spending time with, and really getting to know, his clients, many of whom he now considers friends.
About
Ben firmly believes that good advice should consider all aspects of financial planning, including taxation, access to funds and potential changes to future circumstances, and works with his clients to develop a plan that is achievable in the short, medium and long-term.
Ben specialises in Retirement Planning, Investment Planning and Inheritance Tax Planning, and is experienced at delivering advice across all areas to clients from all walks of life.
In his spare time, Ben is a married father of two and enjoys walking the dog, cooking, podcasts and coaching his son’s team at Norwich Rugby Club.
Ben can be contacted on 07739 024573 or ben.yassin@sjpp.co.uk
Testimonials
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.
