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Ben Woodbridge-Stocks

Monday - Friday 09:00 to 19:00 

Covering Derbyshire and surrounding areas.

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Meet Ben Woodbridge-Stocks

Hi I’m Ben,

After spending over 13 years in various roles within financial services from small IFA practices to high net worth Private banks, I knew the ultimate goal for me was to be a financial adviser and I have been advising my personal and corporate clients from all walks of life, on a variety of financial planning needs ever since.

I pride myself on providing exceptional service to my clients whether its advice in relation to pension plans at retirement or during accumulation, estate planning, corporate and personal protection or investments, I continue to prove to existing and new clients I am dedicated to getting the best outcome for every client.

Outside of the office I live in Derby with my wife and son and enjoy playing and watching football.

Services and Support that I offer

  • Protecting you and your family
  • Helping you have the Retirement that you want
  • Saving and Investing for the future
  • Estate Planning to help protect against Inheritance Tax
  • Saving for your children or grandchildren
  • Business Protection for owners, directors and key personnel

 

My Commitment to you

I will work with you and help set your plans for the now and support your goals for the future. I will provide advice tailored for you and in a way that is clear to understand and without pressure.

The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.