We Focus on the Finance, So You Can Focus on Your Future
At Arkenstone, we really know finance. We’ve been advising people for more than 20 years.
We’re highly qualified financial advisers. We’re independent. And we’ve even got life coaching skills to help you truly focus on the future you want.
We know how to jump into your shoes and help you understand your goals and your options.
John Ross
We know how to plan the path that gets you where you want to be in five, ten or twenty years time.
Richard King
We know how to help you enjoy your future, however or wherever you choose to spend it.
Dave Philips
Simon Ben-Nathan
Director & Financial Planner
Simon’s the Arkenstone Wealth founder, company director and highly experienced financial planner. He’s been advising and supporting clients across London for almost twenty years - not just in money matters, but also with his expertise as a certified life coach.
Simon helps our clients understand what they want their money to help them achieve in life.
When he’s not advising on pensions, insurance and investment, he’s spending time with his family and exploring the great outdoors with his over-excitable cocker spaniel, Elsie.
Rowan Howse
Financial Planning Assistant
Rowan provides the vital administrative support to Arkenstone, helping Simon and our clients keep on top of their finances. Originally from South Africa, with a degree in Business Commerce, Rowan joined us after working as a school teacher and in property.
Rowan is currently training to be a qualified financial planner with Arkenstone to further support our clients.
When he’s not studying for exams or managing financial documents, you’ll find him coaching rugby or running along the Thames.
Our Approach - The Arkenstone WealthPath™
Get in touch here
That gets the ball rolling. We’ll have a super quick chat, you can ask any pressing questions and then we’ll arrange to meet.
Getting to know each other
Our first meeting is all about the conversation. Find out all about us, our fees, and how we work, and we’ll learn all about your current situation, where you want to be and what’s holding you back. No costs. No obligations.
Making a plan
It’s time to get stuck right into the planning process. We’ll meet again, we’ll talk more, we’ll help you uncover exactly what’s important to you and your family, now and in the future.
Smart analysis
We take your plan and dive into the nitty gritty proposals. We research markets, we pinpoint opportunities and we use smart technology to create comprehensive recommendations to help you achieve your goals.
Sharing with you
With a personalised financial report, we share all our recommendations on financial products, services and tax considerations with you in person. We walk through your custom plan, answer any of your questions, and then if you’re happy, you just sit back.
Making your money work for you
We handle everything on your behalf. We do the set-up and the admin. We monitor and report. We take care of your finances, so your finances will take care of you. We’ll keep you constantly updated and we’ll meet at least once a year for a full progress review to make sure we’re on track.
Ready to work with us?
Based in Putney, we work with clients all over London including Fulham, Wimbledon, Richmond, Wandsworth, Southfields and Surrey.
Copyright © 2019 Arkenstone Wealth Management Ltd.
Arkenstone Wealth Management Ltd is an appointed representative of Sense Network Ltd, which is authorised and regulated by the Financial Conduct Authority. Arkenstone Wealth Management Ltd is entered on the Financial Services register (www.fca.org.uk/register) under reference number 620850.
Registered Address: 155 Elsenham Street, London, SW18 5NZ. Registered in England & Wales No.: 08918640.
The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers based in the UK.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financialombudsman.org.uk.