Client Portal
Contact Us
Back to Our Team
Ben Klein, Wealth Manager

Ben Klein

Senior Wealth Manager

Ben joined Tideway in 2016 and he has over 20 years’ experience in investment management and financial planning. Ben provides high-level financial planning advice to clients, helping them achieve their goals. He has a special focus on those clients at or approaching retirement. Ben sits on Tideway’s Management Committee and Investment Committee. Prior to joining Tideway, Ben worked for other London-based wealth management firms, managing client portfolios. Outside of work, Ben is married with two young children and spends any spare time either running or cycling around the Surrey countryside.
Ben spent the previous six years at a London based boutique discretionary manager. He has strong planning skills as well expertise in private client portfolios.
Contact Us

A selection of insights written by Ben Klein

Do you have a DB pension? What could it be worth?

The content of this document is for information purposes only and should not be construed as financial advice Please be aware that the value of investments, and the income you...

Read More

What is Wealth Management? Discover 5 Reasons to Use a Wealth Manager

Many successful individuals in their mid-forties onwards realise that they should spend more time thinking about how to fund their retirement. The key role of a wealth manager is to...

Read More

Lifestyle Strategy

Many of our clients at Tideway either have a current or a historical defined contribution pension(s) that they have contributed to during employment. Many of these pensions are invested in...
Read More

Taking Care of Business

The focus of our work at Tideway is advising our clients on generating a tax efficient income in retirement. We ensure the investment portfolio is suitable, well diversified and is...
Read More

Tax Efficient Income

At Tideway, we often talk about generating tax efficient income in retirement and indeed, much of our work is centred around providing this advice. However, what do we actually mean...
Read More
Phone-alt Envelope Linkedin Youtube
Sign up to Tideway's Market Update

Tideway Wealth Management Limited (TWM) is an appointed representative of Tideway Investment Partners LLP (TIP).
Tideway Investment Partners are authorised and regulated by the Financial Conduct Authority (FRN: 496214).
Tideway Investment Partners LLP is a limited liability partnership incorporated in England and Wales.
Registered address: 107 Leadenhall Street, London, EC3A 4AF, Registered number. OC343430. Tel +44 (0) 20 3143 6100.
Make an enquiry
Client Portal
Contact Us
Client Portal
Contact Us