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North London Wealth Management

Benjamin is passionate about helping individuals and corporations develop, organise and protect their money in a way that pays the least tax for their future.

benjaminobadia
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North London Wealth Management

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  1. St. James's Place Wealth Management-Benjamin Obadia Benjamin is passionate about helping individuals and corporations develop, organise and protect their money in a way that pays the least tax for their future. Benjamin can provide face to face financial advice including its' tax implications especially but not limited to the areas of protection, retirement and investment planning in London.

  2. About Benjamin Obadia Benjamin Obadia accepted an invitation to join St. James's Place Wealth Management in 2016. Prior to this, Benjamin was heavily involved with the markets as a Proprietary Trader and previously a Headhunter in the international tax space. Benjamin is hoping to combine his passion for investing with client-facing expertise and appetite for tax to broaden his knowledge of financial products and advise clients on tax efficient investment and financial protection against risk in a tax-efficient way. With offices in Mayfair and Elstree, Benjamin is able to service clients both in the city and in suburban areas around London. Benjamin loves to talk investment planning over a round of golf, loves to travel to exotic places and socialise with his family and friends.

  3. Why St. James's Place St. James's Place is one of the UK's leading wealth management organisations, managing client funds of £83.0 billion. The company was founded in 1991 by Mike Wilson CBE, Sir Mark Weinberg and Lord Rothschild and today through its Partnership provides reliable and expert advice in all aspects of wealth management. As a client, you will receive a personalised face-to- face advisory service from our business, whilst having access to a distinctive investment management approach and the backing and re- assurance of investing with an award winning FTSE 100 company. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and can therefore go down as well as up. You may get back less than you invested.

  4. Our Services I specialise in providing high quality personal advice on many aspects of wealth management, advising clients of widely differing financial resources and of all ages. Additionally, I assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax reliefs and aspects of exit strategy planning. For full details of the range of products and services that are available to you, view our 'Wheel of Services'.

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