Ben Grundy
DipPFS, CGMA
As a business owner, someone recently married and planning for a family, I understand the challenges of balancing career growth, running a business, and securing your family's future. Many of my clients are at the same stage: they've bought a home, started a family, and now want to invest, grow, and build long-term security.
About
Created by Ben and Bertie of Henley On Thames, Ninety Two Wealth Management is here to look after you for the long term. Named after their birth year, we utilise a fresh approach to wealth management and financial advising whilst drawing on not only our careers but our shared life experiences. We are here, local and available.
We give time back to clients to enjoy their today, knowing we look after their tomorrow. This is delivered through a close relationship built on trust as our clients come first. Our Practice culture doesn't work off KPIs, we know life doesn't work like that and we are there when the time comes.
Whether that's because you are a business owner, busy working parents or simply starting your journey, it starts with a conversation about your goals and what's important to you.
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.
