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Financial advisor Ben gains prestigious status

Posted onPosted on 26th Apr

The principal consultant at Collins Wealth Management, Mansfield, Ben Collins, has been awarded the Chartered Financial Planner title by the Chartered Insurance Institute (CII).

Ben specialises in providing face-to-face financial advice to companies, business leaders and private clients.

He offers a personal wealth management service, including specialist advice in corporate planning, retirement planning, investment planning and inheritance tax planning.

Chartered status is an award reserved for the leading individuals within the financial advice profession, awarded only to those who meet rigorous criteria relating to professionalism and capability.

Ben said gaining Chartered Financial Planner status was a landmark for him and his firm.

“We have always prided ourselves on being thoroughly professional in everything we do, so to receive external recognition in this way is very gratifying,” he said.

“As a Chartered Financial Planner, I can signal my commitment to the highest levels of advice and service to our clients.”

Collins Wealth Management was created in 2003 in Mansfield by the firm’s founder, Mike Collins, and is now a senior partner practice of St James Place Wealth Management.

During that time the firm has become one of the most successful practices within St James’s Place, advising business leaders and professional clients all over the UK.

Ben now leads the business jointly with Mike.

The firm is currently directly responsible for advising on more than £50m of client investment and pension funds with St James’s Place.