Financial Adviser Golders Green

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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.

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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.

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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.

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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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