Carole Benn Wealth Management Ltd - Altrincham

Kate P.

Working with Carole is an absolute pleasure. She simplifies financial advice and always has my interests at heart, as well as those of my family. She is personable, relatable and takes time to understand my short, medium and long term financial goals. She makes my financial reviews something to look forward to and never over complicates things. First class and highly recommended. Also fits meetings in around my busy lifestyle, is super flexible and a joy to deal with. Thank you, Carole

Lee S.

Upon discovering that the Junior ISAs I had in place were to be subjected to a reduction in interest rates, I decided to contact Carole to discuss my options.
From step one, she gathered all the info necessary and gave me all the options available to me, and explained the process, pros and cons for each.
We came up with a different plan for each of my children which was appropriate for their age, and Carole was faultless on keeping me in the loop at every juncture.
As someone quite late to the game with savings & investments, Carole kept everything in layman's terms for me allowing me to make a well informed decision.
My kid's portfolios are now set up with Carole & St James and I'm confident I've made the right choice.
No hesitation whatsoever in recommending Carole to family, friends, clients & colleagues.

Mark F.

I wish to express my complete satisfaction with the competent, professional manner in which Carole Benn Wealth Management has recently assisted with my children’s financial affairs.

Due to ever diminishing interest rates on their junior cash ISAs I decided to look at alternative options. Carole advised on the different products available through St. James’s Place and which would be most suitable, after considering my attitude to risk, the age of my children and the long term financial goals I have for them.

After explaining the benefits stocks and shares ISAs provide over cash ISAs, Carole set up new accounts for each of my children and transferred funds across. I can now easily view and manage both of these online myself, with Carole being on hand to advise if necessary.

I feel confident and reassured that Carole has acted with my children’s best interests at heart and have no reservations recommending her services to friends, family and colleagues alike.

Luke B.

Carol Benn was recommended to me by a family member after seeking advise on what savings and pensions were available to me.
Being a tradesman we don't often come across people who can advise us properly within our industry so I was worried that i had missed the boat to start a pension.
After talking to explain my circumstances, she was able to provide me with what was available to me at that given time and took the time to advise me the ins and outs of the different options on the table.

From that meeting I was able to devise a plan of action going forward and was reassured.

The service and customer care I received from Carol Benn was brilliant, I cannot recommend her enough.

Many thanks Carol

Steve M.

Thank you Carole. Carole has recently offered some fantastic advice to my parents. Helping to deal with their finances and investments and helping with inhertance planning. Carole was very understanding and patient in a difficult situation and I would highly recommend her to anyone looking for independant financial advice.

Diana S.

Carole is a pleasure to deal with and takes care of everything whilst keeping me up to date on all my financial matters. She speaks in plain English and is happy to answer any questions I may have in between our regular review meetings.

Hannah R.

I would have absolutely no hesitation in referring Carole Benn Wealth Management to my family, friends and colleagues. Carole offers an abundance of knowledge and experience as well as providing a friendly and professional service throughout - highly recommend !

Steven A.

Excellent advice, Carole Benn really is an expert in her field. I can really recommend her services in the financial field.