Ben Yassin
Director @Spire Wealth Management Ltd
Signup · Get unlimited contacts
WORK HISTORY
Director @Spire Wealth Management Ltd
GB
At Spire Wealth Management we offer robust, face-to-face and personalised financial advice to clients across the country, covering areas including- Pension and Retirement planning- Investment planning- Tax planning advice (Income, Capital Gains, IHT and Corporation Tax)- Protection (life and critical illness cover, income protection, business protection)- Inheritance tax planning- Auto-enrolment workplace pension planningThe value of an investment with St. James\'s Place may fall as well as rise. You may get back less than you invested. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.Auto-Enrolment Products are not Regulated by the Financial Conduct Authority
EDUCATION
University of Leicester
Bachelor of Science (BSc), Computer Science
Chartered Insurance Institute
Diploma in Regulated Financial Planning
Chartered Insurance Institute
Certificate, Mortgage Advice
SKILLS
ABOUT BEN YASSIN
Financial planner helping fellow professionals, business owners and high net worth individuals to meet their personal financial goals, including- Tax planning and business profit extraction- Retirement planning - are you heading for the retirement you want, when you want it- Inheritance Tax planning - Investment planning adviceSign up for my monthly newsletter here http://eepurl.com/g_YOuH or get in touch for a no-obligation financial health check Spire Wealth Management Ltd is an Appointed Representative of and represents only St. James\'s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).The ‘St. James\'s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James\'s Place representatives. Spire Wealth Management is a trading name of Spire Wealth Management Ltd.SJP Approved 06/11/2025
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.